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Constance A. Velander

WASHINGTON TRUST ADVISORS
NEW HAVEN, CT 06510
Some features on this profile are disabled
CRD#: 5306349
CV

Professional summary

Constance A Velander, who also goes by Constance Ann Faria ^, Constance Ann Faria, Constance Ann King ^, Constance Ann King, Connie Velander, Constance Ann Velander, is a registered financial advisor currently at WASHINGTON TRUST ADVISORS located in New Haven, Connecticut.

Constance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Constance has worked at 9 firms and has passed the Series 63, Series 65, Series 66, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Constance Ann Faria ^ | Constance Ann Faria | Constance Ann King ^ | Constance Ann King | Connie Velander | Constance Ann Velander

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 Constance A Velander'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

January 7, 2022 - Present

WASHINGTON TRUST ADVISORS

Office #1: 265 Church Street, New Haven, CT 06510
RIA
CRD#: 110407
NEW HAVEN, CT
Past

January 7, 2022 - October 4, 2022

WESTON SECURITIES CORPORATION

BD
CRD#: 15743
WELLESLEY, MA
Past

August 20, 2018 - March 15, 2021

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SHELTON, CT
Past

August 20, 2018 - March 15, 2021

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SHELTON, CT
Past

January 12, 2018 - August 7, 2018

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
MADISON, CT
Past

December 7, 2017 - August 7, 2018

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
MADISON, CT
Past

June 9, 2011 - June 30, 2014

NOVA FINANCIAL SERVICES

RIA
CRD#: 150148
TUCSON, AZ
Past

April 29, 2011 - December 2, 2011

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
TUCSON, AZ
Past

May 3, 2010 - January 25, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
TUCSON, AZ
Past

April 16, 2010 - January 25, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
TUCSON, AZ
Past

September 10, 2008 - March 30, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
TUCSON, AZ
Past

September 10, 2008 - March 30, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
TUCSON, AZ
Past

June 14, 2007 - August 28, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
GUILFORD, CT
Past

May 2, 2007 - August 28, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
GUILFORD, 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".
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
(1/7/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 1/6/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/2/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/7/2017
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2007
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)
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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
20

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

Regulatory assets under management

Total Number of Accounts1,356
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.

Company Information

WASHINGTON TRUST ADVISORS

CRD#: 110407New Haven, CT 06510

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