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William Charlton Wieters

Colonial Trust Advisors, Inc.

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About William Charlton Wieters

William Charlton Wieters is an investment advisor representative with Colonial Trust Advisors, Inc. based in Charleston, South Carolina. William is also employed by Colonial Trust Company, a wholly owned subsidiary of Colonial Group, Inc. Colonial Trust Company is registered with and regulated by the South Carolina Board of Financial Institutions and provides professional fiduciary services including personal trust and estate related services. Both institutions are wholly owned subsidiaries of Colonial Group, Inc. William has been in the financial services industry since 2004. William is registered with the state of South Carolina. William is an Investment Adviser Representative in South Carolina.

Firm Information

William Wieters 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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William Wieters’s Registration & Firm History

SC

05/30/2019 - Present

Colonial Trust Advisors, Inc. (Charleston SC)

MO

11/05/2004 - 05/19/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

02/25/2004 - 11/01/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/30/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/19/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Charlton Wieters.
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