Henry
Batts
Colonial Trust Advisors, Inc
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About this Advisor
Henry Batts is a financial advisor who works in Columbia, South Carolina, with a total of 2 years of industry experience. Batts works at Colonial Trust Advisors, Inc. Over the course of their career, Batts has held roles at Janney Montgomery Scott LLC, Colonial Trust Company and Colonial Trust Advisors, Inc. Batts holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in South Carolina. Colonial Trust Advisors, Inc is an advisory firm operating out of Spartanburg, SC. The company has offices in three locations and a total of 20 people on staff. It manages $1 billion in total assets among its 1,928 accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides financial advice to 19 charities and foundations. Of its 1,928 accounts, 40% are held by high-net-worth clients who have greater than $1 million in assets. Colonial Trust Advisors, Inc has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advice vary depending on which services the firm provides the client. Fee types billed by Colonial Trust Advisors, Inc most likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colonial Trust Advisors, Inc Brokerage Details
$1,193,168,142
20
1,928
$618,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Henry Batts Work History
Henry has been registered as a financial advisor for 2 years.*
Colonial Trust Company
Colonial Trust Advisors, Inc
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Henry Batts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Colonial Trust Advisors, Inc
Spartanburg, SC
Columbia, SC
Charleston, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Spartanburg, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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