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Chief Compliance Officer · Colonial Trust Advisors, Inc.

Bert D. Barre

CRD 4119994 · Named on Form ADV at one SEC-registered adviser

At a glance

Colonial Trust Advisors, Inc., an SEC-registered wealth manager based in Spartanburg, SC with $1.9 billion in regulatory assets, lists Bert D. Barre on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Bert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Camp R. WynnExecutive Vice President, Colonial Trust Advisors, Inc.
  • Henry W. BarreExecutive Vice President, Chief Financial Officer, Colonial Trust Advisors, Inc.
  • Barry D. WynnExecutive Vice President, Colonial Trust Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.