Peter J. Secrist

WASHINGTON TRUST ADVISORS

NEW HAVEN, CT 06510

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CRD#: 4344449

Professional summary

Peter Jonathan Secrist, who also goes by Peter Secrist, is a registered financial advisor currently at WASHINGTON TRUST ADVISORS located in New Haven, Connecticut.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Peter has worked at 6 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Secrist

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 Peter Jonathan Secrist'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

November 29, 2023 - Present

WASHINGTON TRUST ADVISORS

Office #1: 265 Church Street, New Haven, CT 06510

RIA

CRD#: 110407

NEW HAVEN, CT

Past

April 29, 2019 - October 1, 2019

HALSEY ASSOCIATES

RIA

CRD#: 281212

New Haven, CT

Past

November 12, 2009 - December 23, 2009

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ENGLEWOOD, CO

Past

November 12, 2009 - December 23, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, CO

Past

November 12, 2008 - December 24, 2008

CRESTONE ASSET MANAGEMENT LLC

RIA

CRD#: 108581

BOULDER, CO

Past

August 4, 2008 - December 24, 2008

CRESTONE SECURITIES LLC

CRD#: 103981

BOULDER, CO

Past

October 25, 2002 - December 14, 2005

AVITY INVESTMENT MANAGEMENT INC.

RIA

CRD#: 104623

GREENWICH, CT

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
(1/8/2024)

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 65

Date: 1/8/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/11/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/2008

General Securities 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

Peter J. Secrist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Jonathan Secrist's CRS (Customer Relationship Summary).

Certified licenses

Experience

HALSEY ASSOCIATES

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CRESTONE ASSET MANAGEMENT LLC

CRESTONE SECURITIES LLC

AVITY INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

WASHINGTON TRUST ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/2024

Series 66

Date: 11/11/2008

Series 7

Date: 8/1/2008

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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