Matthew
Van Name
Colonial Trust Advisors, Inc
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About this Advisor
Matthew Van Name is a certified financial planner based in Greenville, South Carolina, with 1 year of industry experience. Van Name is an employee of Colonial Trust Advisors, Inc. Van Name has gained experience 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. Van Name holds Series 66 and Series 63 licenses, qualifying them as a securities agent, and is approved to work in South Carolina. Colonial Trust Advisors, Inc is a registered investment business headquartered in Spartanburg, SC. The company has offices in three locations and a total of 20 employees. It controls $1 billion in total assets between its 1,928 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises 19 charitable organizations. Of its 1,928 customer accounts, 40% are held by high-net-worth clients who have greater than $1 million in assets. Colonial Trust Advisors, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically are based on the services offered. Fees billed by Colonial Trust Advisors, Inc can include any blend 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
Matthew Van Name Work History
Matthew has been registered as a financial advisor for 1 years.*
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
*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 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
Columbia, SC
Spartanburg, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
