Edward
Gencarelli

Washington Trust Advisors

CRD#7836886
Investment Advisor
in Westerly, RI

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About this Advisor

Edward Gencarelli is a financial advisor based in Westerly, Rhode Island, working with Washington Trust Advisors. Edward has previously held positions at Washington Trust Advisors, Locke Lord LLP, United States Court of Appeals for the First Circuit, Rhode Island Office of Attorney General, Roger Williams University School of Law, The Washington Trust Company, and McQuade's Marketplace. Edward has passed the Series 65 regulatory exam and is registered to provide services in Connecticut, Massachusetts, and Rhode Island. Currently, Edward is part of Washington Trust Advisors, which operates out of Westerly, Rhode Island. 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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Westerly, RI

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Washington Trust Advisors Brokerage Details

Total Assets Under Management

$1,908,947,260

RI Average: $16,012,751,954
Total Number of Employees

19

RI Average: 118
Total Number of Accounts

1,414

RI Average: 4,567
Average Account Size

$1,350,033

RI Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Edward Gencarelli Work History

2023 - Present (2 years)

Washington Trust Advisors

2022 - 2023 (1 year)

Locke Lord Llp

2021 - 2022 (1 year)

United States Court Of Appeals For The First Circuit

2021 - 2021 (< 1 year)

Locke Lord Llp

2020 - 2020 (< 1 year)

Rhode Island Office Of Attorney General

2020 - 2022 (2 years)

Roger Williams University School Of Law

2017 - 2019 (2 years)

The Washington Trust Company

2011 - 2017 (6 years)

Mcquade'S Marketplace

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Edward Gencarelli 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

Constance Velander
New Haven, CT
Edward Gencarelli
Westerly, RI
Peter Secrist
New Haven, CT
Kathleen Smith
New Haven, CT
Thomas Ellis
New Haven, CT
Andrea Mcnamara
Providence, RI
Kenneth Julian
Wellesley Hills, MA
Kimberly Mccarthy
Providence, RI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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