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Financial ADVSR advisor directory · SEC adviser records

Colonial Trust Advisors, Inc. financial advisors in Greenville, SC

Every SEC-registered investment adviser representative at a Colonial Trust Advisors, Inc. office in Greenville, A to Z.

The short answer

3 registered advisors work at Colonial Trust Advisors, Inc. in Greenville, out of 13 at the firm nationwide; it ranks number 51 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Colonial Trust Advisors, Inc. advisors in Greenville, A to Z

Every Colonial Trust Advisors, Inc. advisor →

Colonial Trust Advisors, Inc. advisors in every city and state →Colonial Trust Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Colonial Trust Advisors, Inc. advisors in other cities

Spartanburg, SC 8Charleston, SC 1Columbia, SC 1

Other firms in Greenville

All Greenville advisors →

Edward Jones 42Td Private Client Wealth LLC 39LPL Financial LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Raymond James & Associates, Inc. 26Wells Fargo Clearing Services, LLC 25UBS Financial Services Inc. 23Ameriprise Financial Services, LLC 18Foster Victor 18Captrust 17Strategic Advisers LLC 17The Fiduciary Alliance 17

Questions

How many financial advisors does Colonial Trust Advisors, Inc. have in Greenville?

3 investment adviser representatives are registered at Colonial Trust Advisors, Inc. offices in Greenville, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Colonial Trust Advisors, Inc. one of the largest advisor employers in Greenville?

Colonial Trust Advisors, Inc. ranks number 51 in Greenville by registered advisors; Edward Jones has the most, with 42.

How do I check a Colonial Trust Advisors, Inc. advisor in Greenville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Colonial Trust Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.