Joseph P. Anderson
Investment adviser representative at Colonial Trust Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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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
13 years in the industry.
- Colonial Trust Advisors, Inc.Jul 2025 to now
- Johnson Development AssociatesMay 2023 to May 2025
- PricewaterhousecoopersSep 2019 to May 2023
- Elliot DavisOct 2013 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 8144657
- Firm CRD
- 110257