Edward
Gencarelli
Washington Trust Advisors
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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
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
Edward Gencarelli Work History
Washington Trust Advisors
Locke Lord Llp
United States Court Of Appeals For The First Circuit
Locke Lord Llp
Rhode Island Office Of Attorney General
Roger Williams University School Of Law
The Washington Trust Company
Mcquade'S Marketplace
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
New Haven, CT
New Haven, CT
New Haven, CT
Westerly, RI
New Haven, CT
Providence, RI
Wellesley Hills, MA
Providence, RI
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