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James Cushman Fiske

Colonial Trust Advisors, Inc.

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About James Cushman Fiske

James Cushman Fiske is a financial advisor currently registered with Colonial Trust Advisors, Inc. in Greenville, South Carolina. James Fiske has been working in the financial industry for over 7 years. James Fiske is a Certified Financial Planner® and holds the Series 66, Series 7, and SIE exams. James Fiske is also employed by Colonial Trust Company, a subsidiary of Colonial Group, Inc. and provides professional fiduciary services. James Fiske focuses on providing financial planning and investment management services for individuals, businesses, and pension and profit-sharing plans. James Fiske is licensed to sell insurance in South Carolina and may receive separate compensation for insurance sales.

Firm Information

James Fiske 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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James Fiske’s Registration & Firm History

SC

03/19/2020 - Present

Colonial Trust Advisors, Inc. (Greenville SC)

SC

10/20/2017 - 09/11/2019

BB&T SECURITIES, LLC (GREENVILLE SC)

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Licenses & Designations

BOTH

Issued 11/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Cushman Fiske.
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