William C. Wieters

COLONIAL TRUST ADVISORS

Charleston, SC 29403

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CRD#: 4730546

Professional summary

William Charlton Wieters, who also goes by William Wieters, is a registered financial advisor currently at COLONIAL TRUST ADVISORS, INC. located in Charleston, South Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Wieters

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Charlton is also employed by Colonial Trust Company. Both institutions are wholly owned subsidiaries of Colonial Group, Inc. Colonial Trust Company is registered with and regulated by the South Carolina Board of Financial Institutions and provides professional fiduciary services including personal trust and estate related services. The company shares offices with Colonial Trust Advisors, Inc. at 6 Calendar Ct, Suite 1, Columbia, SC 259206. Charlton joined Colonial Trust Company simultaneously with his joining Colonial Trust Advisors, Inc. in July 2018. He holds the title of Trust Officer and is involved in the investment management and fiduciary decision making of the firm's business. Approximately 75% of his time is spent on the business of Colonial Trust Advisors, Inc. with the remaining 25% being spent on the business of Colonial Trust Company. .

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Charlton Wieters's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 30, 2019 - Present

COLONIAL TRUST ADVISORS, INC.

Office #1: 578 East Bay Street Suite B, Charleston, SC 29403

RIA

CRD#: 110257

Charleston, SC

Past

November 5, 2004 - May 19, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NORTH CHARLESTON, SC

Past

November 5, 2004 - May 19, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

April 21, 2004 - November 1, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MOUNT PLEASANT, SC

Past

February 25, 2004 - November 1, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLONIAL TRUST ADVISORS, INC.

COLONIAL ASSET MANAGEMENT INC | COLONIAL TRUST ADVISORS, INC.

CRD#: 110257 / SEC#: 801-53402

RIA

Registered Investment Advisory firm - (2/21/1997 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(5/30/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/30/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/19/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/24/2004

General Securities Representative Examination

Current Firm

COLONIAL TRUST ADVISORS, INC.

COLONIAL ASSET MANAGEMENT INC | COLONIAL TRUST ADVISORS, INC.

CRD#: 110257 / SEC#: 801-53402

RIA

Registered Investment Advisory firm - (2/21/1997 Approved)

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Contact information

Main Address

233 South Pine Street, Spartanburg, SC 29302

Mailing Address

P.o. Box 1724, Spartanburg, SC 29304

Phone number

(864) 582-3356

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COLONIAL TRUST ADVISORS, INC. (10/28/2025)

Regulatory assets under management

Total Number of Accounts	2,036
AUM (Assets Under Management)	$ 1,669,779,986

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William C. Wieters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Charlton Wieters's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

COLONIAL TRUST ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/2019

Series 66

Date: 3/19/2004

Series 7

Date: 2/24/2004

Current Firm

COLONIAL TRUST ADVISORS, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLONIAL TRUST ADVISORS, INC.

TRUST BUT VERIFY

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