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Marilyn Joanna Gentilotti

Washington Trust Advisors

Wellesley, MA

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Current Employers
Washington Trust Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-13
CT RA APPROVED 2025-10-28
RI RA APPROVED 2025-10-28
  • MA RA
    APPROVED
    Since 2025-11-13
  • CT RA
    APPROVED
    Since 2025-10-28
  • RI RA
    APPROVED
    Since 2025-10-28

Branch Locations

20 William St Suite 135, Wellesley, MA 02481 • 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
Edward Jones St Louis MO 01/2015 11/2016
Kpmg Boston MA 11/2016 09/2017
Beacon Light Planning, Llc Weston MA 10/2017 09/2025
Cushing & Dolan, P.C. Waltham MA 05/2018 09/2025
Washington Trust Advisors Wellesley MA 09/2025 Present
Previous Registrations
Other Businesses

I have a bookkeeping and tax service business (Beacon Light Planning) that I spend about one hour/month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-13
S65 Uniform Investment Adviser Law Examination 2006-05-04
  • S66 Uniform Combined State Law Examination
    2015-03-13
  • S65 Uniform Investment Adviser Law Examination
    2006-05-04
Designations
Other Names
  • Marilyn Joanna Janunas
  • Marilyn Juanna Little
  • Marilyn Joanna Gentilotti

View on SEC IAPD

Other Firms

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FOCUS PARTNERS WEALTH, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MORGAN STANLEY
SLC MANAGEMENT
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Other Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON
NEEL K. TIKU
ROBERTO MARIO PANDOLFI
ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA

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