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Donald Raymond Previe

Washington Trust Advisors

Providence, RI

CRD 8044473

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Employer firm

Washington Trust Advisors CRD 110407

$2.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • INCOME TAX PLANNING AND TAX PREPARATION

From the firm’s Form ADV. Read the guides:

Current Employers
Washington Trust Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-16
CT RA APPROVED 2025-05-01
RI RA APPROVED 2025-05-01
  • MA RA
    APPROVED
    Since 2025-06-16
  • CT RA
    APPROVED
    Since 2025-05-01
  • RI RA
    APPROVED
    Since 2025-05-01

Branch Locations

10 Weybosset Street Suite 200, Providence, RI 02903 • 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
The Washington Trust Company Providence RI 05/2022 Present
The Washington Trust Company Providence RI 08/2018 05/2022
The Washington Trust Company Rumford RI 09/2017 08/2018
The Container Store Cranston RI 04/2014 09/2017
Washinton Trust Advisors Providence RI 02/2025 Present
  • 05/2022 → Present
    The Washington Trust Company
    Providence, RI
  • 08/2018 → 05/2022
    The Washington Trust Company
    Providence, RI
  • 09/2017 → 08/2018
    The Washington Trust Company
    Rumford, RI
  • 04/2014 → 09/2017
    The Container Store
    Cranston, RI
  • 02/2025 → Present
    Washinton Trust Advisors
    Providence, RI
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PARSONS CAPITAL MANAGEMENT INC
ERNST & YOUNG INVESTMENT ADVISERS LLP
BLUE FIN CAPITAL, INC.

Nearby Investors

JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE

Nearby Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI

More in Providence, RI

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