Peter
Secrist
Washington Trust Advisors
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About this Advisor
Peter Secrist is a financial advisor based in New Haven, Connecticut, working with Washington Trust Advisors. Peter has previously held positions at Northern Trust, Halsey Associates Inc, The Washington Trust Company Of Westerly, and Washington Trust Advisors, Inc. Peter has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Connecticut and Massachusetts. Currently, Peter is part of Washington Trust Advisors, which operates out of New Haven, Connecticut. The firm has 1 office and 19 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Washington Trust Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Washington Trust Advisors Brokerage Details
$1,908,947,260
19
1,414
$1,350,033
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Peter Secrist Work History
Washington Trust Advisors, Inc
Halsey Associates Inc
The Washington Trust Company Of Westerly
Northern Trust
Disclosures
Please visit the SEC profile of Peter Secrist 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
New Haven, CT
New Haven, CT
Westerly, RI
New Haven, CT
New Haven, CT
Providence, RI
Wellesley Hills, MA
Providence, RI
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