Matthew Jordan Van name
Investment adviser representative at Colonial Trust Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
Are you Matthew Jordan Van name? Claim your profile
Contact this firm
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
10 years in the industry.
- Colonial Trust Advisors, Inc.Sep 2022 to now
- TruistOct 2021 to Sep 2022
- Usi Advisors, Inc.Nov 2020 to Oct 2021
- Usi Consulting Group, Inc.Nov 2020 to Oct 2021
- Usi SecuritiesNov 2020 to Oct 2021
- Bb&t Retirement & Institutional ServicesAug 2016 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2021
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
- 5302850
- Firm CRD
- 110257