Bert Dixon Barre

Employer firm

Colonial Trust Advisors, Inc. CRD 110257

$1.85B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2001 → 01/2023
  Colonial Trust Company
  Spartanburg, SC
• 09/2005 → Present
  Colonial Trust Advisors, Inc.
  Spartanburg, SC
• 01/2023 → Present
  Colonial Trust Advisors, Inc.
  Spartanburg, SC
• 09/2005 → 01/2023
  Colonial Trust Advisors, Inc.
  Spartanburg, SC
• 01/2023 → Present
  Colonial Trust Company
  Spartanburg, SC

Other Businesses

1) BERT BARRE IS ALSO EMPLOYED BY COLONIAL TRUST COMPANY. BOTH INSTITUTIONS ARE WHOLLY OWNED SUBSIDIARIES OF COLONIAL GROUP, INC. COLONIAL TRUST IS REGULATED BY THE SC BOARD OF FINANCIAL INSTITUTIONS AND PROVIDES CORPORATE FIDUCIARY SERVICES INCLUDING PROFESSIONAL TRUST AND ESTATE RELATED SERVICES. THE COMPANIES SHARES OFFICES AT 233 SOUTH PINE STREET, SPARTANBURG, SC 29302. BERT BARRE JOINED COLONIAL TRUST SIMULTANEOUSLY WITH HIS JOINING COLONIAL Trust Advisors, Inc. IN AUGUST OF 2001. HE HOLDS THE TITLE OF CHAIRMAN, PRESIDENT, CHIEF OPERATING OFFICER, AND SENIOR TRUST OFFICER OF COLONIAL TRUST COMPANY AND IS INVOLVED IN THE INVESTMENT MANAGEMENT, FIDUCIARY DECISION MAKING, ADMINISTRATIVE OVERSIGHT, AND COMPLIANCE OF THE FIRM'S BUSINESS. APPROXIMATELY 65% OF HIS TIME IS SPENT ON THE BUSINESS OF COLONIAL TRUST COMPANY WITH THE REMAINING 35% BEING SPENT ON COLONIAL TRUST ADVISORS, INC. BUSINESS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-04-12

Designations

• Chartered Financial Analyst