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MT

Myra J. Tucker

WASHINGTON TRUST ADVISORS
WELLESLEY, MA 02481
CRD#: 8195833
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MT
Myra Jean TuckerWASHINGTON TRUST ADVISORS

Professional summary

Myra Jean Tucker, who also goes by Myra Jean Wonisch, is a registered financial advisor currently at WASHINGTON TRUST ADVISORS located in Wellesley, Massachusetts.

Myra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Myra has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Myra Jean Wonisch

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 Myra Jean Tucker'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

December 12, 2025 - Present

WASHINGTON TRUST ADVISORS

Office #1: 20 William St Suite 135, Wellesley, MA 02481
RIA
CRD#: 110407
WELLESLEY, 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".
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
(12/12/2025)
IAR
Massachusetts
(1/20/2026)
IAR
Rhode Island
(12/12/2025)

Exams

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
21

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 (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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