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Matthew Jordan Van name

Colonial Trust Advisors, Inc.

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About Matthew Jordan Van name

Matthew Van name is a financial advisor at Colonial Trust Advisors, Inc., a firm based in Spartanburg, South Carolina. Matthew has over 15 years of experience in the financial services industry. Matthew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Matthew holds the Series 7, Series 63, Series 66, and Series 24 licenses. Matthew also holds the designation of Certified Financial Planner (CFP®).

Firm Information

Matthew Van name 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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Matthew Van name’s Registration & Firm History

SC

09/27/2022 - Present

Colonial Trust Advisors, Inc. (SPARTANBURG SC)

CT

01/07/2021 - 10/13/2021

USI SECURITIES, INC. (GLASTONBURY CT)

SC

08/17/2012 - 08/08/2016

KESTRA INVESTMENT SERVICES, LLC (GREENVILLE SC)

SC

08/31/2010 - 08/17/2012

SECURITIES AMERICA, INC. (GREENVILLE SC)

GA

04/04/2007 - 08/16/2010

E*TRADE SECURITIES LLC (ALPHARETTA GA)

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Licenses & Designations

BC

Issued 04/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/09/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/2008

Series 4 - Registered Options Principal Examination

BC

Issued 08/27/2008

Series 24 - General Securities Principal Examination

BC

Issued 04/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Jordan Van name.
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