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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

WASHINGTON TRUST ADVISORS

WASHINGTON TRUST ADVISORS, INC., CRD 110407

WELLESLEY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:88fda3e4-7292-ef2f-286a-f72ae8ef1bef

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 48
Dated events: 40
On other graphs: 0
Observed: Mar 30, 2012 to May 4, 2026
43 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.4BItem 5.F on the latest filing (2026-05-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.3B
Private client RAUM: $2.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $171Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 21
Advisory employees: 13
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,779
Individual clients: 381
High net worth clients: 400
SEC number: 801-18403
CIK: 1900099
CRD: 110407
Filings on the tape: 43
First filed: Mar 30, 2012
Latest filed: May 4, 2026
Organised: Corporation, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS NELSON ELLIS	n/a	NEW HAVEN, CT \| WELLESLEY, MA	5	15	2	no
JAMES STEPHEN ZOLDY	Chartered Financial Analyst	NEW HAVEN, CT \| WELLESLEY, MA	5	16	2	no
CONSTANCE A VELANDER	n/a	NEW HAVEN, CT \| WELLESLEY, MA	4	19	6	no
KATHLEEN ANN SMITH	Certified Financial Planner	New Haven, CT \| WELLESLEY, MA	4	34	2	no
ANDREA KELLY MCNAMARA	Certified Financial Planner	Providence, RI	3	24	5	no
PETER JONATHAN SECRIST	n/a	NEW HAVEN, CT	2	23	4	no
James Maynard	n/a	Westerly, RI	1	33	1	no
Donald Raymond Previe	Certified Financial Planner	Providence, RI	1	12	n/a	no
Michael Sheldon	Certified Financial Planner\|Chartered Financial Analyst	WELLESLEY, MA \| New Haven, CT	1	31	1	no
AARON PLEAU WADE	Certified Financial Planner	Westerly, RI	1	14	2	no
Larry Matthew Henderson	n/a	Westerly, RI	1	14	1	no
STEPHEN CHARLES POPLASKI	Certified Financial Planner\|Personal Financial Specialist	Westerly, RI	1	43	1	no
Marilyn Joanna Gentilotti	Certified Financial Planner	WELLESLEY, MA	0	20	3	no
Myra Jean Tucker	Chartered Financial Analyst	WELLESLEY, MA	0	32	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DISANTO, KRISTEN	SECRETARY, CLERK AND ANNUAL REPORT SIGNER	Na	yes	11/2021	May 4, 2026	May 4, 2026
GENCARELLA, JOSEPH	Director	Na	yes	04/2024	May 4, 2026	May 4, 2026
GIM, MARK, KENYON WEVER	Director	Na	yes	04/2023	May 4, 2026	May 4, 2026
HANDY, EDWARD	Director	Na	yes	04/2014	May 4, 2026	May 4, 2026
JANES, MARIA	Controller	Na	yes	11/2021	May 4, 2026	May 4, 2026
OHSBERG, RONALD	CHIEF FINANCIAL OFFICER AND TREASURER	Na	yes	06/2018	May 4, 2026	May 4, 2026
PARRILLO, SANDRA	Director	Na	yes	03/2022	May 4, 2026	May 4, 2026
RYAN, KATHLEEN	President	Na	yes	12/2018	May 4, 2026	May 4, 2026
SANTOS, EDWIN	Director	Na	yes	03/2022	May 4, 2026	May 4, 2026
SECRIST, PETER	MANAGING DIRECTOR AND PRINCIPAL PORTFOLIO MANAGER	Na	yes	03/2022	May 4, 2026	May 4, 2026
TAVERAS, ANGEL	Director	Na	yes	04/2026	May 4, 2026	May 4, 2026
ADEDUJI, OLALEKAN	CHIEF COMPLIANCE OFFICER	Na	yes	11/2021	Nov 12, 2021	Dec 11, 2024
HOWES, CONSTANCE	Director	Na	yes	03/2022	Mar 25, 2022	Dec 11, 2024
THE WASHINGTON TRUST COMPANY, OF WESTERLY	PARENT COMPANY	E	yes	08/2005	Mar 21, 2018	Dec 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
THE WASHINGTON TRUST COMPANY, OF WESTERLY	n/a	n/a	n/a	Y	yes	Ri

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW HAVEN	Ct	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$2.4B	$2.3B	21	13	2	n/a	n/a
2024	Mar 24, 2025	$2.0B	$1.9B	20	9	1	n/a	n/a
2023	Mar 27, 2024	$1.9B	$1.9B	19	12	1	n/a	n/a
2022	Mar 15, 2023	$1.8B	$1.7B	27	16	1	n/a	n/a
2021	Mar 25, 2022	$3.0B	$2.9B	25	18	1	n/a	n/a
2020	Mar 26, 2021	$1.3B	$1.2B	17	10	0	n/a	n/a
2019	Mar 10, 2020	$1.3B	$1.2B	16	10	0	n/a	n/a
2018	Feb 26, 2019	$1.8B	$1.6B	21	15	1	n/a	n/a
2017	Mar 21, 2018	$2.5B	$2.1B	23	12	1	n/a	n/a
2016	Feb 24, 2017	$2.2B	$1.7B	25	14	n/a	n/a	n/a
2015	Feb 25, 2016	$2.1B	$1.6B	30	19	n/a	n/a	n/a
2014	Mar 20, 2015	$2.1B	$1.6B	31	19	n/a	n/a	n/a
2013	Mar 28, 2014	$2.0B	$1.5B	29	19	n/a	n/a	n/a
2012	Mar 28, 2013	$1.7B	$1.3B	27	19	n/a	n/a	n/a
2011	Mar 30, 2012	$1.6B	$1.2B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	7	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.4B	$2.0B	19.7%	$1.8B	10.8%	21	20	2	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PRIVATE ADVISOR GROUP, LLC	4	Oct 4, 2022	Sep 27, 2022	WELLESLEY, MA	Team lift out	RIA to ibd	44.4%
MORGAN STANLEY	2	Jun 22, 2019	Jun 24, 2019	WELLESLEY, MA	Team lift out	RIA to wirehouse	25.0%
STAGE HARBOR FINANCIAL	3	Feb 19, 2018	Feb 20, 2018	WELLESLEY, MA	Team lift out	RIA to new firm	37.5%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC	3	Jul 31, 2025	Aug 19, 2025	WESTERLY, RI	Firm absorbed	RIA to RIA	100.0%
HALSEY ASSOCIATES	3	Oct 1, 2019	Jan 8, 2024	NEW HAVEN, CT	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (29)

← Myra Jean TuckerAdvisorregistration: current employment
Dec 12, 2025 to presentfactForm ADV
← Marilyn Joanna GentilottiAdvisorregistration: current employment
Oct 28, 2025 to presentfactForm ADV
← STEPHEN CHARLES POPLASKIAdvisorregistration: current employment
Aug 19, 2025 to presentfactForm ADV
← AARON PLEAU WADEAdvisorregistration: current employment
Aug 15, 2025 to presentfactForm ADV
← Larry Matthew HendersonAdvisorregistration: current employment
Aug 15, 2025 to presentfactForm ADV
← Michael SheldonAdvisorregistration: current employment
Jul 8, 2025 to presentfactForm ADV
← Donald Raymond PrevieAdvisorregistration: current employment
May 1, 2025 to presentfactForm ADV
← James MaynardAdvisorregistration: current employment
Feb 26, 2025 to presentfactForm ADV
← PETER JONATHAN SECRISTAdvisorregistration: current employment
Jan 8, 2024 to presentfactForm ADV
← ANDREA KELLY MCNAMARAAdvisorregistration: current employment
Mar 23, 2023 to presentfactForm ADV
← KATHLEEN ANN SMITHAdvisorregistration: current employment
Sep 13, 2022 to presentfactForm ADV
← CONSTANCE A VELANDERAdvisorregistration: current employment
Jan 7, 2022 to presentfactForm ADV
← THOMAS NELSON ELLISAdvisorregistration: current employment
Sep 15, 2021 to presentfactForm ADV
← JAMES STEPHEN ZOLDYAdvisorregistration: current employment
Sep 15, 2021 to presentfactForm ADV
← WALTER HENRY RIESTERAdvisorregistration: previous registration
Jun 10, 2011 to Jul 25, 2023factForm ADV
← SUSAN RUTH ARNOLDAdvisorregistration: previous registration
Jan 1, 2001 to Oct 4, 2022factForm ADV
← RONALD DAVID HALTERMANAdvisorregistration: previous registration
Feb 13, 2012 to Oct 4, 2022factForm ADV
← NICHOLAS THOMAS ROSSIAdvisorregistration: previous registration
Aug 6, 2018 to Oct 4, 2022factForm ADV
← Brett Coleman LonerganAdvisorregistration: previous registration
Jun 12, 2019 to Oct 4, 2022factForm ADV
← Zachary Maxwell CliffordAdvisorregistration: previous registration
Sep 18, 2018 to Mar 7, 2022factForm ADV
← MARIA ANNA STAFFIEREAdvisorregistration: previous registration
Apr 15, 1994 to Jun 22, 2019factForm ADV
← KERRY PAUL FALCOAdvisorregistration: previous registration
Apr 21, 1998 to Jun 22, 2019factForm ADV
← MATTHEW DOUGLAS BIGGARAdvisorregistration: previous registration
Sep 5, 2002 to Feb 19, 2018factForm ADV
← ANDRE MATOS FERNANDESAdvisorregistration: previous registration
Aug 8, 2007 to Feb 19, 2018factForm ADV
← WILLIAM FRANCIS LEFAVORAdvisorregistration: previous registration
May 2, 2011 to Feb 19, 2018factForm ADV
← TIMOTHY ROBERT COUTUREAdvisorregistration: previous registration
Jun 15, 2011 to Feb 14, 2017factForm ADV
← ZACHERY PAUL BOSKOVICHAdvisorregistration: previous registration
Jul 28, 2015 to Aug 1, 2016factForm ADV
← JAMES PATRICK SCANLANAdvisorregistration: previous registration
Feb 7, 2012 to Jul 7, 2016factForm ADV
← BRIAN GARRETT HENNESSYAdvisorregistration: previous registration
Jun 10, 2011 to Jun 20, 2014factForm ADV

Affiliated with (1)

← HALSEY ASSOCIATESRegistered adviserother investment adviser, common control
factForm ADV

Moved with (5)

← LIGHTHOUSE FINANCIAL MANAGEMENT, LLCRegistered adviser3 advisors, firm absorbed, same day
Jul 31, 2025 to Aug 19, 2025factForm ADV
← HALSEY ASSOCIATESRegistered adviser3 advisors, firm absorbed, same day
Oct 1, 2019 to Jan 8, 2024factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviser4 advisors, team lift out, same day
Oct 4, 2022 to Sep 27, 2022factForm ADV
→ MORGAN STANLEYRegistered adviser2 advisors, team lift out, same day
Jun 22, 2019 to Jun 24, 2019factForm ADV
→ STAGE HARBOR FINANCIALRegistered adviser3 advisors, team lift out, same day
Feb 19, 2018 to Feb 20, 2018factForm ADV

Controls (13)

← SECRIST, PETEROwnerMANAGING DIRECTOR AND PRINCIPAL PORTFOLIO MANAGER, ownership code NA, individual
Mar 25, 2022 to Dec 11, 2024factForm ADV
← ADEDUJI, OLALEKANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 12, 2021 to Dec 11, 2024factForm ADV
← GIM, MARK, KENYON WEVEROwnerDIRECTOR, ownership code NA, individual
May 24, 2013 to Dec 11, 2024factForm ADV
← RYAN, KATHLEENOwnerPRESIDENT, ownership code NA, individual
Mar 21, 2018 to Dec 11, 2024factForm ADV
← OHSBERG, RONALDOwnerCHIEF FINANCIAL OFFICER AND TREASURER, ownership code NA, individual
Mar 21, 2018 to Dec 11, 2024factForm ADV
← HANDY, EDWARDOwnerDIRECTOR, ownership code NA, individual
Mar 21, 2018 to Dec 11, 2024factForm ADV
← JANES, MARIAOwnerCONTROLLER, ownership code NA, individual
Nov 12, 2021 to Dec 11, 2024factForm ADV
← DISANTO, KRISTENOwnerSECRETARY, CLERK AND ANNUAL REPORT SIGNER, ownership code NA, individual
Nov 12, 2021 to Dec 11, 2024factForm ADV
← HOWES, CONSTANCEOwnerDIRECTOR, ownership code NA, individual
Mar 25, 2022 to Dec 11, 2024factForm ADV
← PARRILLO, SANDRAOwnerDIRECTOR, ownership code NA, individual
Mar 25, 2022 to Dec 11, 2024factForm ADV
← SANTOS, EDWINOwnerDIRECTOR, ownership code NA, individual
Mar 25, 2022 to Dec 11, 2024factForm ADV
← GENCARELLA, JOSEPHOwnerDIRECTOR, ownership code NA, individual
Jun 11, 2024 to Dec 11, 2024factForm ADV
← THE WASHINGTON TRUST COMPANY, OF WESTERLYOwnerPARENT COMPANY, ownership code E, domestic entity
Mar 21, 2018 to Dec 11, 2024factForm ADV

Dated events

Occurred
Jul 31, 2025
Firm absorbed
Lighthouse Financial Management, LLC's advisors moved to Washington Trust Advisors (Westerly, RI): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Nov 25, 2024
Control person left
Irene Kimberly Mccarthy (Chief Wealth Client Services Officer) no longer on Schedule A of Washington Trust Advisors (listed 2024-06-11, absent 2024-11-25)
Form ADVobserved 5 days ago
Occurred
Jun 11, 2024
Control person joined
Joseph Gencarella (Director) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Jun 11, 2024
Control person joined
Irene Kimberly Mccarthy (Chief Wealth Client Services Officer) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Jun 11, 2024
Control person left
John Bowen (Director) no longer on Schedule A of Washington Trust Advisors (listed 2024-03-27, absent 2024-06-11)
Form ADVobserved 5 days ago
Occurred
Jun 11, 2024
Control person left
Steven Crandall (Director) no longer on Schedule A of Washington Trust Advisors (listed 2024-03-27, absent 2024-06-11)
Form ADVobserved 5 days ago
Occurred
Jun 11, 2024
Control person left
Joseph Marcaurele (Director) no longer on Schedule A of Washington Trust Advisors (listed 2024-03-27, absent 2024-06-11)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Control person left
Peter Phillips (Executive Managing Director And Chief Investment Officer) no longer on Schedule A of Washington Trust Advisors (listed 2023-09-13, absent 2024-03-27)
Form ADVobserved 5 days ago
Occurred
Jul 25, 2023
Advisor changed firm
Walter Henry Riester left Washington Trust Advisors for Flagship Harbor Advisors, Llc (registered 2023-09-11)
Form ADVobserved 5 days ago
Occurred
Apr 25, 2023
Control person joined
Kenyon Wever Mark Gim (Director) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Mar 15, 2023
Regulatory AUM changed
Washington Trust Advisors reported RAUM $1.8B, down 41% from $3.0B (2022-12-20 to 2023-03-15)
Form ADVobserved 5 days ago
$-1.2B
Occurred
Oct 4, 2022
Team lift-out
4 advisors left Washington Trust Advisors (Wellesley, MA) for Private Advisor Group, LLC on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Oct 4, 2022
Advisor changed firm
Nicholas Thomas Rossi left Washington Trust Advisors for Private Advisor Group, Llc (registered 2022-09-27)
Form ADVobserved 5 days ago
Occurred
Oct 4, 2022
Advisor changed firm
Susan Ruth Arnold left Washington Trust Advisors for Private Advisor Group, Llc (registered 2022-09-27)
Form ADVobserved 5 days ago
Occurred
Oct 4, 2022
Advisor changed firm
Brett Coleman Lonergan left Washington Trust Advisors for Private Advisor Group, Llc (registered 2022-09-27)
Form ADVobserved 5 days ago
Occurred
Oct 4, 2022
Advisor changed firm
Ronald David Halterman left Washington Trust Advisors for Private Advisor Group, Llc (registered 2022-09-27)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Regulatory AUM changed
Washington Trust Advisors reported RAUM $3.0B, up 132% from $1.3B (2021-11-15 to 2022-03-25)
Form ADVobserved 5 days ago
$1.7B
Occurred
Mar 25, 2022
Control person left
Kenyon Wever Mark Gim (Director) no longer on Schedule A of Washington Trust Advisors (listed 2021-11-15, absent 2022-03-25)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person left
Gabriel Stephen Dacosta (Assistant Controller) no longer on Schedule A of Washington Trust Advisors (listed 2021-11-15, absent 2022-03-25)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person joined
Constance Howes (Director) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person joined
John Bowen (Director) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person joined
Steven Crandall (Director) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person joined
Joseph Marcaurele (Director) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person joined
Sandra Parrillo (Director) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person joined
Edwin Santos (Director) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person joined
Peter Secrist (Managing Director And Principal Portfolio Manager) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Mar 7, 2022
Advisor changed firm
Zachary Maxwell Clifford left Washington Trust Advisors for Scs Capital Management Llc (registered 2022-03-31)
Form ADVobserved 5 days ago
Occurred
Nov 12, 2021
Control person left
Marie Nicole Tremblay (Chief Compliance Officer, Senior Vice President, Secretary) no longer on Schedule A of Washington Trust Advisors (listed 2021-03-26, absent 2021-11-12)
Form ADVobserved 5 days ago
Occurred
Nov 12, 2021
Control person left
Thomas Mark Kelly (Principal Financial Counselor) no longer on Schedule A of Washington Trust Advisors (listed 2021-03-26, absent 2021-11-12)
Form ADVobserved 5 days ago
Occurred
Nov 12, 2021
Control person joined
Folajimi Olalekan Adeduji (Chief Compliance Officer) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Nov 12, 2021
Control person joined
Gabriel Stephen Dacosta (Assistant Controller) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Nov 12, 2021
Control person joined
Maria Janes (Controller) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Nov 12, 2021
Control person joined
Robert Peter Phillips (Executive Managing Director And Chief Investment Officer) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Nov 12, 2021
Control person joined
Kristen Disanto (Secretary And Clerk) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago
Occurred
Feb 26, 2019
Regulatory AUM changed
Washington Trust Advisors reported RAUM $1.8B, down 29% from $2.5B (2018-09-05 to 2019-02-26)
Form ADVobserved 5 days ago
$-703M
Occurred
Feb 26, 2019
Control person left
Anthony Ronald Sugameli (Principal Financial Counselor, Chief Investment Officer) no longer on Schedule A of Washington Trust Advisors (listed 2018-09-05, absent 2019-02-26)
Form ADVobserved 5 days ago
Occurred
Feb 26, 2019
Control person left
Paul Kerry Falco (Principal Financial Counselor) no longer on Schedule A of Washington Trust Advisors (listed 2018-09-05, absent 2019-02-26)
Form ADVobserved 5 days ago
Occurred
Feb 26, 2019
Control person left
Anna Maria Staffiere (Principal Financial Counselor) no longer on Schedule A of Washington Trust Advisors (listed 2018-09-05, absent 2019-02-26)
Form ADVobserved 5 days ago
Occurred
Feb 26, 2019
Control person left
Whipple John Filoon (President, Chief Operating Officer, Director) no longer on Schedule A of Washington Trust Advisors (listed 2018-09-05, absent 2019-02-26)
Form ADVobserved 5 days ago
Occurred
Feb 26, 2019
Control person joined
Thomas Mark Kelly (Principal Financial Counselor, Client Service Manager) appeared on Schedule A of Washington Trust Advisors
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:88fda3e4-7292-ef2f-286a-f72ae8ef1bef
First observed: Mar 30, 2012
Last observed: May 4, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WASHINGTON TRUST ADVISORS

WASHINGTON TRUST ADVISORS, INC., CRD 110407

WELLESLEY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:88fda3e4-7292-ef2f-286a-f72ae8ef1bef

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:59 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS NELSON ELLIS

n/a

NEW HAVEN, CT | WELLESLEY, MA

JAMES STEPHEN ZOLDY

Chartered Financial Analyst

NEW HAVEN, CT | WELLESLEY, MA

CONSTANCE A VELANDER

n/a

NEW HAVEN, CT | WELLESLEY, MA

KATHLEEN ANN SMITH

Certified Financial Planner

New Haven, CT | WELLESLEY, MA

ANDREA KELLY MCNAMARA

Certified Financial Planner

Providence, RI

PETER JONATHAN SECRIST

n/a

NEW HAVEN, CT

James Maynard

n/a

Westerly, RI

Donald Raymond Previe

Certified Financial Planner

Providence, RI

n/a

Michael Sheldon

Certified Financial Planner|Chartered Financial Analyst

WELLESLEY, MA | New Haven, CT

AARON PLEAU WADE

Certified Financial Planner

Westerly, RI

Larry Matthew Henderson

n/a

Westerly, RI

STEPHEN CHARLES POPLASKI

Certified Financial Planner|Personal Financial Specialist

Westerly, RI

Marilyn Joanna Gentilotti

Certified Financial Planner

WELLESLEY, MA

Myra Jean Tucker

Chartered Financial Analyst

WELLESLEY, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DISANTO, KRISTEN

SECRETARY, CLERK AND ANNUAL REPORT SIGNER

yes

11/2021

May 4, 2026

GENCARELLA, JOSEPH

Director

yes

04/2024

May 4, 2026

GIM, MARK, KENYON WEVER

Director

yes

04/2023

May 4, 2026

HANDY, EDWARD

Director

yes

04/2014

May 4, 2026

JANES, MARIA

Controller

yes

11/2021

May 4, 2026

OHSBERG, RONALD

CHIEF FINANCIAL OFFICER AND TREASURER

yes

06/2018

May 4, 2026

PARRILLO, SANDRA

Director

yes

03/2022

May 4, 2026

RYAN, KATHLEEN

President

yes

12/2018

May 4, 2026

SANTOS, EDWIN

Director

yes

03/2022

May 4, 2026

SECRIST, PETER

MANAGING DIRECTOR AND PRINCIPAL PORTFOLIO MANAGER

yes

03/2022

May 4, 2026

TAVERAS, ANGEL

Director

yes

04/2026

May 4, 2026

ADEDUJI, OLALEKAN

CHIEF COMPLIANCE OFFICER

yes

11/2021

Nov 12, 2021

Dec 11, 2024

HOWES, CONSTANCE

Director

yes

03/2022

Mar 25, 2022

Dec 11, 2024

THE WASHINGTON TRUST COMPANY, OF WESTERLY

PARENT COMPANY

yes

08/2005

Mar 21, 2018

Dec 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

THE WASHINGTON TRUST COMPANY, OF WESTERLY

n/a

yes

City

State

Country

Employees

Also broker-dealer

NEW HAVEN

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$2.4B

$2.3B

n/a

2024

Mar 24, 2025

$2.0B

$1.9B

n/a

2023

Mar 27, 2024

$1.9B

n/a

2022

Mar 15, 2023

$1.8B

$1.7B

n/a

2021

Mar 25, 2022

$3.0B

$2.9B

n/a

2020

Mar 26, 2021

$1.3B

$1.2B

n/a

2019

Mar 10, 2020

$1.3B

$1.2B

n/a

2018

Feb 26, 2019

$1.8B

$1.6B

n/a

2017

Mar 21, 2018

$2.5B

$2.1B

n/a

2016

Feb 24, 2017

$2.2B

$1.7B

n/a

2015

Feb 25, 2016

$2.1B

$1.6B

n/a

2014

Mar 20, 2015

$2.1B

$1.6B

n/a

2013

Mar 28, 2014

$2.0B

$1.5B

n/a

2012

Mar 28, 2013

$1.7B

$1.3B

n/a

2011

Mar 30, 2012

$1.6B

$1.2B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.4B

$2.0B

19.7%

$1.8B

10.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PRIVATE ADVISOR GROUP, LLC

Oct 4, 2022

Sep 27, 2022

WELLESLEY, MA

Team lift out

RIA to ibd

44.4%

MORGAN STANLEY

Jun 22, 2019

Jun 24, 2019

WELLESLEY, MA

Team lift out

RIA to wirehouse

25.0%

STAGE HARBOR FINANCIAL

Feb 19, 2018

Feb 20, 2018

WELLESLEY, MA

Team lift out

RIA to new firm

37.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LIGHTHOUSE FINANCIAL MANAGEMENT, LLC

Jul 31, 2025

Aug 19, 2025

WESTERLY, RI

Firm absorbed

RIA to RIA

100.0%

HALSEY ASSOCIATES

Oct 1, 2019

Jan 8, 2024

NEW HAVEN, CT

Firm absorbed

RIA to RIA

100.0%