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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-16 |
| PA | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2025-12-16 |
| NH | RA | APPROVED | 2023-11-24 |
| FL | RA | APPROVED | 2023-02-19 |
| MA | RA | APPROVED | 2023-01-24 |
| CA | RA | APPROVED | 2022-12-21 |
| ME | RA | APPROVED | 2022-12-21 |
| NY | RA | APPROVED | 2022-12-21 |
| NC | RA | APPROVED | 2022-12-21 |
| RI | RA | APPROVED | 2022-12-21 |
| CT | RA | APPROVED | 2022-09-13 |
Branch Locations
265 Church Street Suite 1006, New Haven, CT 06510 • United States
20 William St Suite 135, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Waltham | MA | 10/2011 | 03/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 11/2017 | 03/2022 |
| Washington Trust Advisors, Inc | Wellesley | MA | 08/2022 | Present |
| Unemployed | Holliston | MA | 03/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-22 |
| S65 | Uniform Investment Adviser Law Examination | 1992-01-23 |
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