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Kathleen Ann Smith

Washington Trust Advisors

New Haven, CT

Wellesley, MA

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Current Employers
Washington Trust Advisors

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

Current Registrations

AuthorityCategoryStatusDate
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
  • MD RA
    APPROVED
    Since 2025-12-16
  • PA RA
    APPROVED
    Since 2025-12-16
  • TX RA
    APPROVED
    Since 2025-12-16
  • NH RA
    APPROVED
    Since 2023-11-24
  • FL RA
    APPROVED
    Since 2023-02-19
  • MA RA
    APPROVED
    Since 2023-01-24
  • CA RA
    APPROVED
    Since 2022-12-21
  • ME RA
    APPROVED
    Since 2022-12-21
  • NY RA
    APPROVED
    Since 2022-12-21
  • NC RA
    APPROVED
    Since 2022-12-21
  • RI RA
    APPROVED
    Since 2022-12-21
  • CT RA
    APPROVED
    Since 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

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
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
  • 10/2011 → 03/2022
    Morgan Stanley Smith Barney
    Waltham, MA
  • 11/2017 → 03/2022
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 08/2022 → Present
    Washington Trust Advisors, Inc
    Wellesley, MA
  • 03/2022 → 08/2022
    Unemployed
    Holliston, MA
Previous Registrations
  • 2012-01-24 → 2022-03-14
    Morgan Stanley
    Waltham, MA
    Wellesley, MA
  • 2005-09-02 → 2011-10-14
    Osaic Wealth, Inc.
    Wakefield, MA
    Holliston, MA
    Waltham, MA
    Taunton, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-07-22
S65 Uniform Investment Adviser Law Examination 1992-01-23
  • S63 Uniform Securities Agent State Law Examination
    1992-07-22
  • S65 Uniform Investment Adviser Law Examination
    1992-01-23
Designations
Other Names
  • Kathleen Ann Damelio

View on SEC IAPD

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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

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