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Kathryn A. Smith

Colonial Trust Advisors, Inc.

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About Kathryn A. Smith

Kathryn A. Smith is a financial advisor associated with Colonial Trust Advisors, Inc. Kathryn is a Certified Financial Planner™ professional with a focus on developing strategies to address the unique needs of individuals, families, and businesses. She is also a Personal Financial Specialist. Kathryn is committed to providing a personalized approach and works with clients to establish long-term financial goals. Kathryn is licensed to sell insurance in South Carolina and may receive separate compensation for the sale of insurance products.

Firm Information

Kathryn Smith 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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Kathryn Smith’s Registration & Firm History

SC

05/04/2021 - Present

Colonial Trust Advisors, Inc. (Greenville SC)

SC

01/10/2019 - 04/19/2021

FINTRUST BROKERAGE SERVICES, LLC (GREENVILLE SC)

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Licenses & Designations

BC

Issued 02/04/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2019

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathryn A. Smith.
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