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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-17 |
| CA | RA | APPROVED | 2023-11-28 |
| ME | RA | APPROVED | 2022-02-28 |
| FL | RA | APPROVED | 2022-01-27 |
| RI | RA | APPROVED | 2022-01-05 |
| NY | RA | APPROVED | 2022-01-03 |
| VA | RA | APPROVED | 2022-01-03 |
| CT | RA | APPROVED | 2021-09-15 |
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 |
|---|---|---|---|---|
| Halsey Associates, Inc. | New Haven | CT | 08/2015 | 09/2019 |
| Weston Financial Group, Inc. | Wellesley | MA | 09/2021 | 01/2022 |
| Washington Trust Advisors, Inc. | Wellesley | MA | 01/2022 | Present |
| The Washington Trust Company Of Westerly | New Haven | CT | 09/2019 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-06 |
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