Best Investors Account Sign in
Inactive

Peter Jonathan Secrist

Washington Trust Advisors

New Haven, CT

Claim This Profile
Current Employers
Washington Trust Advisors

20 William St Suite 135, Wellesley, MA 02481 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-05
MA RA APPROVED 2025-12-23
NM RA APPROVED 2025-12-17
CO RA APPROVED 2025-12-16
MT RA APPROVED 2025-12-16
NY RA APPROVED 2025-12-16
CT RA APPROVED 2024-01-08
  • FL RA
    APPROVED
    Since 2026-01-05
  • MA RA
    APPROVED
    Since 2025-12-23
  • NM RA
    APPROVED
    Since 2025-12-17
  • CO RA
    APPROVED
    Since 2025-12-16
  • MT RA
    APPROVED
    Since 2025-12-16
  • NY RA
    APPROVED
    Since 2025-12-16
  • CT RA
    APPROVED
    Since 2024-01-08

Branch Locations

265 Church Street, New Haven, CT 06510 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northern Trust Greenwich CT 10/2011 03/2019
Halsey Associates Inc. New Haven CT 03/2019 09/2019
The Washington Trust Company Of Westerly New Haven CT 09/2019 01/2022
Washington Trust Advisors, Inc. Wellesley MA 01/2022 Present
  • 10/2011 → 03/2019
    Northern Trust
    Greenwich, CT
  • 03/2019 → 09/2019
    Halsey Associates Inc.
    New Haven, CT
  • 09/2019 → 01/2022
    The Washington Trust Company Of Westerly
    New Haven, CT
  • 01/2022 → Present
    Washington Trust Advisors, Inc.
    Wellesley, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-08
S66 Uniform Combined State Law Examination 2008-11-11
  • S65 Uniform Investment Adviser Law Examination
    2024-01-08
  • S66 Uniform Combined State Law Examination
    2008-11-11
Other Names
  • Peter Jonathan Secrist
  • Peter Secrist

View on SEC IAPD

Other Firms

KREITLER FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
ELM STREET ADVISORS, LLC

Other Investors

CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS
ALYSE ROSE UZARSKI
Beau T Tillinghast
MARC A. CIOCIOLA
DAVID LEWIS KING
Wiktor Wozniak

Other Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
STRATEGIC ADVISERS LLC · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
J.P. MORGAN SECURITIES LLC · NEW HAVEN, CT

More in New Haven, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor