Washington Trust Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

110407

SEC number

801-18403

Firm type

RIA

Assets under management

$2.4B as of May 4, 2026

Website

www.linkedin.com/company/washtrustwealth ↗

Phone

781-235-7055

Address

20 William St, Wellesley, MA, 02481

Advisors at this firm

14 in our index · page 1 of 1

• Thomas Nelson EllisCRD 1489242 · New Haven, CT
  IA Registered
• Marilyn Joanna GentilottiCRD 5089776 · Wellesley, MA
  IA RegisteredRegistration inactive
• Larry Matthew HendersonCRD 7995720 · Westerly, RI
  IA Registered
• Andrea Kelly McnamaraCRD 4338312 · Providence, RI
  IA Registered
• James MaynardCRD 6916072 · Westerly, RI
  IA Registered
• Stephen Charles PoplaskiCRD 4696023 · Westerly, RI
  IA Registered
  Disclosure event(s) on record
• Donald Raymond PrevieCRD 8044473 · Providence, RI
  IA Registered
• Peter Jonathan SecristCRD 4344449 · New Haven, CT
  IA Registered
• Kathleen Ann SmithCRD 1146936 · New Haven, CT
  IA RegisteredRegistration inactive
• Michael SheldonCRD 421164 · New Haven, CT
  IA RegisteredRegistration inactive
• Myra Jean TuckerCRD 8195833 · Wellesley, MA
  IA Registered
• Constance A VelanderCRD 5306349 · New Haven, CT
  IA RegisteredRegistration inactive
• Aaron Pleau WadeCRD 6022436 · Westerly, RI
  IA Registered
• James Stephen ZoldyCRD 2841707 · New Haven, CT
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.