Aaron Pleau Wade
Investment adviser representative at Washington Trust Advisors
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.4BFirm assets
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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
12 years in the industry.
- Washington Trust AdvisorsAug 2025 to now
- Lighthouse Financial ManagementSep 2014 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (CT, MA, RI).
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
- 6022436
- Firm CRD
- 110407