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Barry Dean Wynn

Colonial Trust Advisors, Inc.

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About Barry Dean Wynn

Barry Dean Wynn is a registered investment advisor representative with Colonial Trust Advisors, Inc. in Spartanburg, South Carolina. Barry has been working in the financial services industry since 1970. He holds the Series 3, 63, and 65 licenses, as well as the Series 12 principal license. The firm provides financial planning, portfolio management, and pension consulting to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Barry is also employed by Colonial Trust Company. Both institutions are wholly owned subsidiaries of Colonial Group, Inc. Colonial Trust Company is registered with and regulated by the SC Board of Financial Institutions and provides corporate fiduciary services including professional trust and estate related services. Barry joined Colonial Trust Company in 1992 prior to the formation of Colonial Asset Management in 1996. He holds the title of Executive Vice President of Colonial Trust Company and is involved in the investment management, fiduciary decision making, administrative oversight, and compliance of the firm’s business. Approximately 25% of his time is spent on the business of Colonial Trust Company with the remaining 75% being spent on Colonial Trust Advisors, Inc. business.

Firm Information

Barry Wynn is currently registered with Colonial Trust Advisors, Inc.. Colonial Trust Advisors, Inc. is an investment advisor registered with the SEC and located in Spartanburg, South Carolina. They offer financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. The firm manages approximately $1.4 billion in assets for over 1,990 clients. They have a team of 11 investment advisor representatives and 4 licensed agents. You can visit their website at HTTP://WWW.COLONIALTRUST.COM or their LinkedIn page at HTTPS://WWW.LINKEDIN.COM/COMPANY/COLONIAL-TRUST-COMPANY/about/.
Colonial Trust Advisors, Inc.

233 SOUTH PINE STREET

SPARTANBURG, SC 29302

$1.40B

Assets Under Management

1

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Wynn’s Registration & Firm History

SC

01/17/2024 - Present

Colonial Trust Advisors, Inc. (SPARTANBURG SC)

NA

01/31/1980 - 07/01/1992

THE ROBINSON-HUMPHREY COMPANY INC.

NA

08/18/1977 - 02/25/1980

FROST, JOHNSON, READ & SMITH, INC.

NA

04/06/1973 - 08/18/1977

FROST, JOHNSON, READ & SMITH, INCORPORATED

NA

07/15/1970 - 05/10/1973

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

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Licenses & Designations

IA

Issued 10/24/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/1973

Series 12 - NYSE Branch Manager Examination

BC

Issued 04/17/1991

PC - AMEX Put and Call Exam

BC

Issued 11/29/1983

Series 3 - National Commodity Futures Examination

BC

Issued 10/16/1968

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barry Dean Wynn.
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