Kathryn
Smith
Colonial Trust Advisors, Inc
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About this Advisor
Kathryn Smith is a financial advisor based in Greenville, South Carolina, working with Colonial Trust Advisors, Inc. Kathryn has previously held positions at Fintrust Capital Advisors, LLC, Ramage Lewis LLC, Graydon Thompson LLC, Bdo Usa Llp, Fintrust Brokerage Services, LLC, Colonial Trust Advisors, and Colonial Trust Company. Kathryn has passed the Series 63 regulatory exam and is registered to provide services in South Carolina. Currently, Kathryn is part of Colonial Trust Advisors, Inc, which operates out of Greenville, South Carolina. The firm has 3 offices and 23 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Colonial Trust Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Colonial Trust Advisors, Inc Brokerage Details
$1,399,678,109
23
1,990
$703,356
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Kathryn Smith Work History
Colonial Trust Advisors
Colonial Trust Company
Fintrust Capital Advisors, LLC
Fintrust Brokerage Services, LLC
Ramage Lewis LLC
Graydon Thompson LLC
Bdo Usa Llp
Disclosures
Please visit the SEC profile of Kathryn Smith 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
Greenville, SC
Greenville, SC
Columbia, SC
Spartanburg, SC
Charleston, SC
Spartanburg, SC
Greenville, SC
Spartanburg, SC
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