Colonial Trust Advisors, Inc.

Colonial Trust Advisors, Inc. (CRD# 110257) is a financial advisory firm headquartered in Spartanburg, SC. They manage $1,399,678,109 in 1,990 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
233 South Pine Street, Spartanburg, SC 29302
http://www.colonialtrust.com
By the Numbers
  • Total Assets Under Management
    1,400
    MILLION
  • Total Number of Accounts
    1,990
    ACCOUNTS
  • Average Account Value
    $703,356
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, NJ, NY, SC, TN, TX, VA

Financial Advisors at Colonial Trust Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Bert Barre, financial advisor Spartanburg SC
Bert D. Barre
CRD#: 4119994
233 South Pine Street, Spartanburg, SC 29302

Bert Barre (CRD# 4119994) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 24 years of experience in the finance industry.

2
Henry Barre, financial advisor Spartanburg SC
Henry W. Barre
CRD#: 830712
233 South Pine Street, Spartanburg, SC 29302

Henry Barre (CRD# 830712) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 36 years of experience in the finance industry.

3
Henry Batts, financial advisor Columbia SC
Henry E. Batts
CRD#: 5893210
6 Calendar Court, Suite 1, Columbia, SC 29206

Henry Batts (CRD# 5893210) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Columbia, SC and has 6 years of experience in the finance industry.

 

www.greatsouthadvisorygroup.com

4
James Fiske, financial advisor Greenville SC
James C. Fiske
CRD#: 6851250
101 East Washington Street, Suite 200, Greenville, SC 29605

James Fiske (CRD# 6851250) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Greenville, SC and has over 6 years of experience in the finance industry.

5
Kathryn Smith, financial advisor Greenville SC
Kathryn A. Smith
CRD#: 5818765
101 E. Washington Street, Suite 200, Greenville, SC 29602

Kathryn Smith (CRD# 5818765) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Greenville, SC and has over 5 years of experience in the finance industry.

6
Barry Wynn, financial advisor Spartanburg SC
Barry D. Wynn
CRD#: 473736
233 South Pine Street, Spartanburg, SC 29302

Barry Wynn (CRD# 473736) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 34 years of experience in the finance industry.

7
Camp Wynn, financial advisor Spartanburg SC
Camp R. Wynn
CRD#: 3118195
233 South Pine Street, Spartanburg, SC 29302

Camp Wynn (CRD# 3118195) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 24 years of experience in the finance industry.

8
Thomas Ledbetter, financial advisor Greenville SC
Thomas S. Ledbetter
CRD#: 7664883
101 East Washington Street, Suite 200, Greenville, SC 29601

Thomas Ledbetter (CRD# 7664883) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Greenville, SC and has 1 year of experience in the finance industry.

9
William Wieters, financial advisor Charleston SC
William C. Wieters
CRD#: 4730546
578 East Bay Street, Suite B, Charleston, SC 29403

William Wieters (CRD# 4730546) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Charleston, SC and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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