Matthew J. Van Name

COLONIAL TRUST ADVISORS

Spartanburg, SC 29302

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CRD#: 5302850

Professional summary

Matthew Jordan Van Name, CFP® is a registered financial advisor currently at COLONIAL TRUST ADVISORS, INC. located in Spartanburg, South Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 10 firms and has passed the Series 63, Series 66, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jordan Van Name'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

September 27, 2022 - Present

COLONIAL TRUST ADVISORS, INC.

Office #1: 233 South Pine Street, Spartanburg, SC 29302

RIA

CRD#: 110257

Spartanburg, SC

Past

January 7, 2021 - October 13, 2021

CRD#: 42046

GREENVILLE, SC

Past

September 1, 2010 - August 17, 2012

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

GREENVILLE, SC

Past

August 31, 2010 - August 17, 2012

SECURITIES AMERICA, INC.

CRD#: 10205

GREENVILLE, SC

Past

April 16, 2009 - August 16, 2010

HARRISDIRECT LLC

RIA

CRD#: 42159

ARLINGTON, VA

Past

April 4, 2007 - August 16, 2010

E*TRADE SECURITIES LLC

CRD#: 29106

ALPHARETTA, GA

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
(9/27/2022)

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

Series 63

Date: 4/30/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/9/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/3/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 11/6/2008

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/27/2008

General Securities Principal 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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Advisor Monitoring

Firm Stability Insights

Matthew J. Van Name

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jordan Van Name's CRS (Customer Relationship Summary).

Certified licenses

Experience

USI SECURITIES, INC.

USI ADVISORS

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

COLONIAL TRUST ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/30/2021

Series 66

Date: 4/9/2009

Series 7

Date: 4/3/2007

Series 4

Date: 11/6/2008

Series 24

Date: 8/27/2008

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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