Peter Jonathan Secrist
Investment adviser representative at Washington Trust Advisors
15 yearsExperience
7 statesRegistered in
$2.4BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Washington Trust Advisors, Inc.Jan 2022 to now
- The Washington Trust Company of WesterlySep 2019 to Jan 2022
- Halsey Associates Inc.Mar 2019 to Sep 2019
- Northern TrustOct 2011 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 7 states (CO, CT, FL, MA, MT, NM, NY).
Washington Trust Advisors
Legal name: Washington Trust Advisors, Inc.
$2.4BAssets managed
845Clients
14Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4344449
- Firm CRD
- 110407