Peter Secrist
Washington Trust Advisors · New Haven, Connecticut
Peter Secrist 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 CO, CT, FL, MA, MT, NM, NY · CRD 4344449 |
| Exams passed | Series 65 (2024) · Series 66 (2008) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.washtrustwealth.com |
How Peter'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 Peter
Is Peter Secrist a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, Washington Trust Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peter Secrist based?
Peter Secrist is based in New Haven, Connecticut.
Is Peter Secrist registered with the SEC?
Yes. Peter Secrist is registered as an investment adviser representative in CO, CT, FL, MA, MT, NM and NY (CRD 4344449), 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 Peter Secrist?
Through Peter'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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