Sarah B. Shalala

COLONIAL TRUST ADVISORS

SPARTANBURG, SC 29302

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CRD#: 6797934

Professional summary

Sarah Beth Shalala is a registered financial advisor currently at COLONIAL TRUST ADVISORS, INC. located in Spartanburg, South Carolina.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Sarah has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Sarah Beth Shalala'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

February 6, 2025 - Present

COLONIAL TRUST ADVISORS, INC.

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

RIA

CRD#: 110257

SPARTANBURG, SC

Past

August 30, 2024 - January 17, 2025

RESOLUTE CAPITAL, LLC

RIA

CRD#: 304558

GREENVILLE, SC

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
(2/6/2025)

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: 8/24/2024

Uniform Investment Adviser Law 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. (3/10/2026)

Regulatory assets under management

Total Number of Accounts	2,093
AUM (Assets Under Management)	$ 1,852,935,341

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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Sarah B. Shalala

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Beth Shalala's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLONIAL TRUST ADVISORS, INC.

RESOLUTE CAPITAL, LLC

Primary Firm SEC Registration

COLONIAL TRUST ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2024

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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