Washington Securities Corporation
State-registered
Broker-Dealer (Dually Registered) · Boutique (under $100M)
CRD 46213
· Chevy Chase, MD
· WWW.WASHINGTONSECURITIES.COM
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ADV data as of Mar 17, 2022
- Regulatory AUM
- $7.0M
- Discretionary
- $0
- Clients
- 8
- Avg AUM / client
- $872K
- Accounts
- 8
- Employees
- 10
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $7.0M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Henry Bruce Abbott | Registered representative | Jan 2025 (2y) | ||
| Daniel Thomas Mchugh | Registered representative | Jun 2025 (1y) | ||
| James Robert Jones | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2022 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2022.
View current Form ADV (SEC/IAPD) ↗