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Washington Trust Advisors CRD 110407
$2.39B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20 William St Suite 135, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-08 |
| FL | RA | APPROVED | 2025-09-22 |
| PA | RA | APPROVED | 2025-08-27 |
| NC | RA | APPROVED | 2025-08-20 |
| CT | RA | APPROVED | 2025-08-19 |
| NH | RA | APPROVED | 2025-08-19 |
| NY | RA | APPROVED | 2025-08-19 |
| RI | RA | APPROVED | 2025-08-19 |
Branch Locations
23 Broad Street 2Nd Floor, Westerly, RI 02891 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lighthouse Financial Management, Llc | Westerly | RI | 01/2004 | 07/2025 |
| Stephen C. Poplaski, Cpa | Westerly | RI | 01/1983 | Present |
| Johnson & Wales University | Providence | RI | 09/2012 | 12/2021 |
| Washington Trust Advisors | Wellesley | MA | 08/2025 | Present |
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