Kimberly
Mccarthy
Washington Trust Advisors
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About this Advisor
Kimberly Mccarthy is a financial advisor based in Providence, Rhode Island, working with Washington Trust Advisors. Kimberly has previously held positions at Partridge, Snow & Hahn, LLP, Washington Trust Company, and Washington Trust Advisors, Inc. Kimberly has passed the Series 65 regulatory exam and is registered to provide services in Connecticut, Massachusetts, and Rhode Island. Currently, Kimberly is part of Washington Trust Advisors, which operates out of Providence, 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
Kimberly Mccarthy Work History
Washington Trust Advisors, Inc
Washington Trust Company
Washington Trust Company
Partridge, Snow & Hahn, Llp
Disclosures
Please visit the SEC profile of Kimberly Mccarthy 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
Westerly, RI
New Haven, CT
New Haven, CT
New Haven, CT
Providence, RI
Wellesley Hills, MA
Providence, RI
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