William Charlton Wieters

Current Employers

Employment History

• 10/2011 → 06/2018
  Coastal Community Foundation
  Charleston, SC
• 07/2018 → Present
  Colonial Trust Company
  Charleston, SC
• 07/2018 → Present
  Colonial Trust Advisors, Inc.
  Charleston, SC

Previous Registrations

• 2004-11-05 → 2005-05-19
  Wells Fargo Clearing Services, Llc
  North Charleston, SC
• 2004-04-21 → 2004-11-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC

Other Businesses

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. .

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-30
• S66 Uniform Combined State Law Examination
  2004-03-19

Other Names

• William Wieters