Constance
Velander
Washington Trust Advisors
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About this Advisor
Constance Velander is a financial advisor who works in New Haven, Connecticut, who has 1 year of industry experience. Velander works at Washington Trust Advisors. Throughout their career, Velander has worked at Mutual Securities, Inc, Nova Financial Services, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Madison Investment Center, Guardian Life Insurance, Park Avenue Securities, Axa Advisors, LLC, Equitable Advisors, LLC, Washington Trust Company Of Westerly, Washington Trust Advisors, Inc and Weston Securities Corporation. Velander holds Series 66, Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut. Washington Trust Advisors is a financial advisory business based in Wellesley Hills, MA. The company has a total of 27 employees. It has $2 billion in assets among its 749 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 46 charities and foundations. Of its 749 accounts, 52% belong to high-net-worth clients who have at least $1 million in assets. Washington Trust Advisors offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fees largely vary depending on which services are provided. Fees billed by Washington Trust Advisors can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Washington Trust Advisors Brokerage Details
$1,757,126,043
27
749
$2,345,963
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Constance Velander Work History
Constance has been registered as a financial advisor for 1 years.*
Washington Trust Advisors, Inc
Weston Securities Corporation
Washington Trust Company Of Westerly
Guardian Life Insurance Co Of America
Park Avenue Securities
Axa Advisors, LLC
Equitable Advisors, LLC
Park Avenue Securities, LLC
Guardian Life Insurance
Madison Investment Center
Mutual Securities, Inc
Nova Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Constance Velander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Washington Trust Advisors
Wellesley Hills, MA
Wellesley Hills, MA
New Haven, CT
Wellesley Hills, MA
New Haven, CT
New Haven, CT
Providence, RI
Wellesley Hills, MA
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