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Myra Jean Tucker

Investment adviser representative at Washington Trust Advisors
32 yearsExperience
3 statesRegistered in
CFADesignation
$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

32 years in the industry.

  1. Washington Trust AdvisorsNov 2025 to now
  2. Fispoke Inc.Apr 2023 to Sep 2025
  3. UnemployedJan 2018 to Mar 2023
  4. Fidelity InvestmentsAug 1994 to Dec 2017

Designations

  • CFA

Exams passed

No exams in this record.

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
8195833
Firm CRD
110407
Advisor's SEC record (opens in a new tab)
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