Thomas Searcy Ledbetter
Investment adviser representative at Colonial Trust Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm assets
Are you Thomas Searcy Ledbetter? 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
13 years in the industry.
- Colonial Trust Advisors, Inc.Nov 2022 to now
- Wells FargoJul 2017 to Oct 2022
- UnemployedJan 2017 to Jun 2017
- Clemson UniversityJul 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7664883
- Firm CRD
- 110257