Matthew
Van Name
Colonial Trust Advisors, Inc
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About this Advisor
Matthew Van Name is a financial advisor based in Spartanburg, South Carolina, working with Colonial Trust Advisors, Inc. Matthew has previously held positions at Nfp Securities, Inc, Kestra Financial Services, Inc (Spin-Off From Nfp), Bb&T Retirement & Institutional Services, Usi Securities, Usi Consulting Group, Inc, Usi Advisors, Inc, Truist, Colonial Trust Advisors, Inc, and Ase Financial Advisory Group. Matthew has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Matthew is part of Colonial Trust Advisors, Inc, which operates out of Spartanburg, 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
Matthew Van Name Work History
Colonial Trust Advisors, Inc
Truist
Usi Securities
Usi Consulting Group, Inc
Usi Advisors, Inc
Kestra Financial Services, Inc (Spin-Off From Nfp)
Bb&T Retirement & Institutional Services
Nfp Securities, Inc
Ase Financial Advisory Group
Disclosures
Please visit the SEC profile of Matthew Van Name 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
Spartanburg, SC
Columbia, SC
Charleston, SC
Spartanburg, SC
Greenville, SC
Spartanburg, SC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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