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MG

Marilyn J. Gentilotti

WASHINGTON TRUST ADVISORS
WELLESLEY, MA 02481
Some features on this profile are disabled
CRD#: 5089776
MG

Professional summary

Marilyn Joanna Gentilotti Esq., CFP®, who also goes by Marilyn Joanna Gentilotti, Marilyn Joanna Janunas, Marilyn Juanna Little, is a registered financial advisor currently at WASHINGTON TRUST ADVISORS located in Wellesley, Massachusetts.

Marilyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Marilyn has worked at 5 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marilyn Joanna Gentilotti | Marilyn Joanna Janunas | Marilyn Juanna Little

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 Marilyn Joanna Gentilotti Esq.'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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

October 28, 2025 - Present

WASHINGTON TRUST ADVISORS

Office #1: 20 William St Suite 135, Wellesley, MA 02481
RIA
CRD#: 110407
WELLESLEY, MA
Past

March 9, 2018 - August 22, 2025

BEACON LIGHT PLANNING, LLC

RIA
CRD#: 290097
WAYLAND, MA
Past

March 24, 2015 - November 7, 2016

EDWARD JONES

RIA
CRD#: 250
WALTHAM, MA
Past

February 25, 2015 - November 7, 2016

EDWARD JONES

BD
CRD#: 250
WALTHAM, MA
Past

December 13, 2006 - February 23, 2007

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHOENIX, AZ
Past

April 10, 2006 - November 21, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SCOTTSDALE, AZ
Past

March 23, 2006 - November 21, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SCOTTSDALE, AZ

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".
WT
WASHINGTON TRUST ADVISORS
WASHINGTON TRUST ADVISORS | WESTONFINANCIAL | WESTON FINANCIAL GROUP INC. | WESTON FINANCIAL GROUP INC | WESTON FINANCIAL | WASHINGTON TRUST WEALTH MANAGEMENT | WASHINGTON TRUST ADVISORS, INC.

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
(10/28/2025)
IAR
Massachusetts
(11/13/2025)
IAR
Rhode Island
(10/28/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/13/2015
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/4/2006
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/7/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/25/2015
General Securities Representative Examination

Current Firm

WT
WASHINGTON TRUST ADVISORS
WASHINGTON TRUST ADVISORS | WESTONFINANCIAL | WESTON FINANCIAL GROUP INC. | WESTON FINANCIAL GROUP INC | WESTON FINANCIAL | WASHINGTON TRUST WEALTH MANAGEMENT | WASHINGTON TRUST ADVISORS, INC.

CRD#: 110407 / SEC#: 801-18403

RIA
Registered Investment Advisory firm - (2/11/1983 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
21

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WASHINGTON TRUST ADVISOR'S FORM PART 2A (3/20/2026)
WASHINGTON TRUST ADVISOR'S FORM PART 2B (3/20/2026)

Regulatory assets under management

Total Number of Accounts1,779
AUM (Assets Under Management)$ 2,392,791,362

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.

Company Information

WASHINGTON TRUST ADVISORS

CRD#: 110407Wellesley, MA 02481

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