Constance Velander
Washington Trust Advisors · New Haven, Connecticut
Constance Velander is a fee-only financial advisor at Washington Trust Advisors in New Haven, Connecticut. Washington Trust Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Washington Trust Advisors |
|---|---|
| Based in | New Haven, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.39B across 1,779 accounts |
| SEC registration | Investment adviser representative in CT · CRD 5306349 |
| Exams passed | Series 63 (2018) · Series 65 (2017) · Series 66 (2007) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.washtrustwealth.com |
How Constance's firm compares
- Washington Trust Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,779 accounts).
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Questions about Constance
Is Constance Velander a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Constance holds no broker registration, and Washington Trust Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Constance charge for financial advice?
Constance's firm, Washington Trust Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Constance Velander based?
Constance Velander is based in New Haven, Connecticut.
Is Constance Velander registered with the SEC?
Yes. Constance Velander is registered as an investment adviser representative in CT (CRD 5306349), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Washington Trust Advisors manage?
Washington Trust Advisors reports $2.39B across 1,779 accounts in assets under management.
How do I contact Constance Velander?
Through Constance's website, www.washtrustwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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