Charles William Clementson
Investment adviser representative at Colonial Trust Advisors, Inc.
7 yearsExperience
1 stateRegistered in
$1.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Colonial Trust Advisors, Inc.Nov 2021 to now
- Colonial Trust CompanyNov 2021 to now
- Truist Advisory Services, Inc.Feb 2021 to Nov 2021
- Truist Investment Services, Inc.Feb 2021 to Nov 2021
- Bb&t Securities, LLCJan 2018 to Nov 2021
- Bb&tAug 2014 to Nov 2021
- Bb&t Investment Services, Inc.Aug 2014 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (SC).
Colonial Trust Advisors, Inc.
$1.9BAssets managed
958Clients
15Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4008900
- Firm CRD
- 110257