Andrea K. Mcnamara

WASHINGTON TRUST ADVISORS

Providence, RI 02903

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CRD#: 4338312

Professional summary

Andrea Kelly Mcnamara, who also goes by Andrea Kelly, is a registered financial advisor currently at WASHINGTON TRUST ADVISORS located in Providence, Rhode Island.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Andrea has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea Kelly

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Kelly Mcnamara's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 23, 2023 - Present

WASHINGTON TRUST ADVISORS

Office #1: 10 Weybosset Street Suite 302b, Providence, RI 02903

RIA

CRD#: 110407

Providence, RI

Past

December 12, 2017 - July 14, 2021

WINGATE WEALTH ADVISORS, INC.

RIA

CRD#: 105012

LEXINGTON, MA

Past

June 29, 2016 - December 7, 2017

BARRY INVESTMENT ADVISORS, LLC

RIA

CRD#: 144955

NEW BEDFORD, MA

Past

June 17, 2013 - March 29, 2016

GREAT POINT WEALTH ADVISORS, LLC

RIA

CRD#: 147082

BOSTON, MA

Past

January 11, 2008 - November 3, 2009

GARNET GROUP LLC

RIA

CRD#: 141389

BOSTON, MA

Past

July 15, 2003 - December 20, 2006

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

WALTHAM, MA

Past

April 1, 2003 - December 20, 2006

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

WALTHAM, MA

Past

May 23, 2001 - March 24, 2003

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WASHINGTON TRUST ADVISORS

CRD#: 110407 / SEC#: 801-18403

RIA

Registered Investment Advisory firm - (2/11/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(3/23/2023)

IAR

Massachusetts
(5/10/2023)

IAR

Rhode Island
(3/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/3/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/26/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/19/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/22/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WASHINGTON TRUST ADVISORS

CRD#: 110407 / SEC#: 801-18403

RIA

Registered Investment Advisory firm - (2/11/1983 Approved)

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Contact information

Main Address

20 William St Suite 135, Wellesley, MA 02481

Mailing Address

Phone number

(781) 235-7055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WASHINGTON TRUST ADVISOR'S FORM PART 2A (9/3/2025)

WASHINGTON TRUST ADVISOR'S FORM PART 2B (9/3/2025)

Regulatory assets under management

Total Number of Accounts	1,356
AUM (Assets Under Management)	$ 1,999,516,447

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Andrea K. Mcnamara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Kelly Mcnamara's CRS (Customer Relationship Summary).

Certified licenses

Experience

WINGATE WEALTH ADVISORS, INC.

BARRY INVESTMENT ADVISORS, LLC

GREAT POINT WEALTH ADVISORS, LLC

GARNET GROUP LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

Primary Firm SEC Registration

WASHINGTON TRUST ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/3/2003

Series 63

Date: 9/26/2001

Series 7

Date: 3/19/2002

Series 6

Date: 5/22/2001

Current Firm

WASHINGTON TRUST ADVISORS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WASHINGTON TRUST ADVISORS

TRUST BUT VERIFY

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