# WASHINGTON TRUST ADVISORS, INC.

WASHINGTON TRUST ADVISORS, INC. of WELLESLEY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 110407
- Type: SEC-registered investment adviser
- SEC file number: 801-18403
- Location: 20 WILLIAM ST, SUITE 135, WELLESLEY, MA, 02481
- Phone: 781-235-7055
- Latest filing: 2026-05-04
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $69.1M
- Clients: 21
- Accounts: 1,779

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (49)

_Showing 25 of 49 people._

| Name | Role | Location |
| --- | --- | --- |
| Phillips S Peter | EXECUTIVE MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | ALPHARETTA, GA |
| Ronald Ohsberg | CHIEF FINANCIAL OFFICER  AND TREASURER | — |
| Edward Handy | DIRECTOR | — |
| Kathleen Ryan | PRESIDENT | — |
| Olalekan Adeduji | CHIEF COMPLIANCE OFFICER | Wellesley, MA |
| Maria Janes | CONTROLLER | — |
| Kristen Disanto | SECRETARY, CLERK AND ANNUAL REPORT SIGNER | — |
| Constance Howes | DIRECTOR | — |
| Sandra Parrillo | DIRECTOR | — |
| Edwin Santos | DIRECTOR | — |
| Peter Secrist | MANAGING DIRECTOR AND PRINCIPAL PORTFOLIO MANAGER | — |
| Mark Kenyon Wever Gim | DIRECTOR | — |
| Joseph Gencarella | DIRECTOR | — |
| KELLY KEVIN THOMAS | PRINCIPAL FINANCIAL COUNSELOR; PRINCIPAL FINANCIAL COUNSELOR, CLIENT SERVICE MANAGER; SENIOR VICE PRESIDENT, MANAGING DIRECTOR | — |
| PHILLIPS RICHARD ROBERT | EXECUTIVE MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | — |
| BIGGAR DOUGLAS ALBERT | CLERK, DIRECTOR, PRINCIPAL; MANAGING DIRECTOR | — |
| GRZECKI WAYNE MICHAEL | DIRECTOR, PRINCIPAL; PRESIDENT, MANAGING DIRECTOR; PRESIDENT, MANAGING DIRECTOR, COO | — |
| ROBBAT JOSEPH | TREASURER, DIRECTOR, PRINCIPAL; TREASURER, MANAGING DIRECTOR | — |
| STOCK ROBERT IRWIN | DIRECTOR, PRINCIPAL; SECRETARY, MANAGING DIRECTOR | — |
| TREMBLAY NICOLE MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT; CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, SECRETARY (+2 more) | — |
| DAUKAS GALAN GEORGE | EXECUTIVE MANAGING DIRECTOR | — |
| HOROWITZ IVEN RICHARD | PRESIDENT, DIRECTOR, PRINCIPAL | — |
| SUGAMELI RONALD ANTHONY | DIRECTOR, PRINCIPAL; MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER; PRINCIPAL FINANCIAL COUNSELOR, CHIEF INVESTMENT OFFICER (+2 more) | — |
| FALCO KERRY PAUL | MANAGING DIRECTOR; MANAGING DIRECTOR, TREASURER; PRINCIPAL FINANCIAL COUNSELOR | — |
| STAFFIERE MARIA ANNA | MANAGING DIRECTOR; PRINCIPAL FINANCIAL COUNSELOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110407/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110407/similar
- Related entities: https://search.stillhousedata.com/firm/110407/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110407

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.