Walter
Riester
Washington Trust Advisors
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About this Advisor
Walter Riester is a certified financial planner working out of Wellesley Hills, Massachusetts who has 12 years of industry experience. Riester is an employee of Washington Trust Advisors. During their career, Riester has held roles at Weston Financial Group, Inc and Washington Trust Advisors, Inc. Riester holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in California, Florida, Massachusetts, New Hampshire, New York, Pennsylvania and Rhode Island. Washington Trust Advisors is a firm that has its headquarters in Wellesley Hills, MA. The investment advisory business has a total of 27 employees. It has $2 billion in assets across its 749 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 46 charitable organizations. Of its 749 accounts, 52% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely are based on which service is offered. However, fees charged by Washington Trust Advisors likely include 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
Walter Riester Work History
Walter has been registered as a financial advisor for 12 years.*
Washington Trust Advisors, Inc
Weston Financial Group, Inc
Weston Financial Group, Inc
*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 Walter Riester 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
New Haven, CT
Wellesley Hills, MA
Wellesley Hills, MA
New Haven, CT
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Providence, RI
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
