Donald Previe
Washington Trust Advisors · Providence, Rhode Island
Donald Previe is a fee-only financial advisor at Washington Trust Advisors in Providence, Rhode Island, who holds the CFP credential. 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 | Providence, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.39B across 1,779 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, MA, RI · CRD 8044473 |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.washtrustwealth.com |
How Donald'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 Donald
Is Donald Previe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald 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 Donald charge for financial advice?
Donald's firm, Washington Trust Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donald Previe based?
Donald Previe is based in Providence, Rhode Island.
What credentials does Donald Previe hold?
Donald Previe holds the CFP credential.
Is Donald Previe registered with the SEC?
Yes. Donald Previe is registered as an investment adviser representative in CT, MA and RI (CRD 8044473), 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 Donald Previe?
Through Donald's website, www.washtrustwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Providence
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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