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Sarah Beth Shalala

Colonial Trust Advisors, Inc.

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About Sarah Beth Shalala

Sarah Beth Shalala is a registered Investment Advisor Representative at Colonial Trust Advisors, Inc., working from their Spartanburg, SC office. Sarah has been in the financial industry since January 2013 and holds a Series 65 license. Sarah has a diverse background, having worked in various roles at different organizations, including Cracker Barrel, Valmark Financial Group, Bob Jones University, Sikich Capital Management LLC, Wealth Management Advisors, and Resolute Capital, LLC. Her experience spans across various industries, and she brings a unique perspective to her role at Colonial Trust Advisors, Inc.. Sarah has a strong understanding of financial planning, pension consulting, and portfolio management for businesses and individuals. Sarah specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Sarah Shalala 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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Sarah Shalala’s Registration & Firm History

SC

02/06/2025 - Present

Colonial Trust Advisors, Inc. (SPARTANBURG SC)

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Licenses & Designations

IA

Issued 08/24/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Beth Shalala.
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