Washington Trust Advisors, Inc.

Company Details

Name:	Washington Trust Advisors, Inc.
Jurisdiction:	Rhode Island
Entity type:	Foreign Corporation
Status:	Activ
Date of Organization in Rhode Island:	15 Dec 2021 (3 years ago)
Identification Number:	001733248
Place of Formation:	MASSACHUSETTS
Principal Address:	20 WILLIAM ST. SUITE 135, WELLESLEY, MA, 02481, USA
Purpose:	REGISTERED INVESTMENT ADVISOR

Agent

Name	Role	Address
CORPORATION SERVICE COMPANY	Agent	222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

PRESIDENT

Name	Role	Address
KATHLEEN A. RYAN	PRESIDENT	23 BROAD STREET WESTERLY, RI 02891 USA

CHIEF FINANCIAL OFFICER & TREASURER

Name	Role	Address
RONALD S. OHSBERG	CHIEF FINANCIAL OFFICER & TREASURER	23 BROAD STREET WESTERLY, RI 02891 USA

CONTROLLER

Name	Role	Address
MARIA N. JANES	CONTROLLER	23 BROAD STREET WESTERLY, RI 02891 USA

SECRETARY & CLERK

Name	Role	Address
KRISTEN L. DISANTO	SECRETARY & CLERK	23 BROAD STREET WESTERLY, RI 02891 USA

SR. VP, MANAGING DIRECTOR & PRINCIPAL PORTFOLIO MANAGER

Name	Role	Address
PETER J. SECRIST	SR. VP, MANAGING DIRECTOR & PRINCIPAL PORTFOLIO MANAGER	265 CHURCH ST FL 10 STE 1006 NEW HAVEN, CT 06510 USA

DIRECTOR

Name	Role	Address
MARK K.W. GIM	DIRECTOR	23 BROAD STREET WESTERLY, RI 02891 USA
JOSEPH P. GENCARELLA	DIRECTOR	23 BROAD STREET WESTERLY, RI 02891 USA
EDWIN J. SANTOS	DIRECTOR	23 BROAD STREET WESTERLY, RI 02891 USA
SANDRA PARRILLO	DIRECTOR	23 BROAD STREET WESTERLY, RI 02891 USA
CONSTANCE A. HOWES	DIRECTOR	23 BROAD STREET WESTERY, RI 02891 USA
EDWARD O. HANDY III	DIRECTOR	23 BROAD STREET WESTERLY, RI 02891 USA

SR. VP & CHIEF WEALTH CLIENT SERVICES OFFICER

Name	Role	Address
KIMBERLY I. MCCARTHY	SR. VP & CHIEF WEALTH CLIENT SERVICES OFFICER	23 BROAD STREET WESTERLY, RI 02891 USA

CHIEF COMPLIANCE OFFICER

Name	Role	Address
OLALEKAN F. ADEDUJI	CHIEF COMPLIANCE OFFICER	20 WILLIAM ST., SUITE 135 WELLESLEY, MA 02481 USA

Filings

Number	Name	File Date
202453410210	Annual Report	2024-04-30
202334892760	Annual Report	2023-05-01
202216308590	Annual Report	2022-04-29
202107153120	Application for Certificate of Authority	2021-12-15

Date of last update: 28 Oct 2024

Sources: Rhode Island Department of State