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Henry Erle Batts

Colonial Trust Advisors, Inc.

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About Henry Erle Batts

Henry Erle Batts is a financial advisor at Colonial Trust Advisors, Inc. Henry has over 9 years of experience in the financial services industry. Henry has earned the Series 66, Series 7TO, SIE, and Series 7 licenses. Colonial Trust Advisors, Inc. is a subsidiary of Colonial Group, Inc. Henry is also a Financial Advisor at Colonial Trust Company, another wholly owned subsidiary of Colonial Group, Inc., which provides trust and estate related services.

Firm Information

Henry Batts 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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Henry Batts’s Registration & Firm History

SC

10/20/2021 - Present

Colonial Trust Advisors, Inc. (Columbia SC)

SC

04/17/2014 - 10/18/2021

JANNEY MONTGOMERY SCOTT LLC (COLUMBIA SC)

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Licenses & Designations

BOTH

Issued 06/25/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Erle Batts.
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