Matthew Jordan Van Name

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

• 08/2016 → 10/2020
  Bb&T Retirement & Institutional Services
  Greenville, SC
• 11/2020 → 10/2021
  Usi Securities
  Glastonbury, CT
• 11/2020 → 10/2021
  Usi Consulting Group, Inc.
  Glastonbury, CT
• 11/2020 → 10/2021
  Usi Advisors, Inc.
  Glastonbury, CT
• 10/2021 → 09/2022
  Truist
  Greenville, SC
• 09/2022 → Present
  Colonial Trust Advisors, Inc.
  Greenville, SC

Previous Registrations

• 2020-12-08 → 2021-10-13
  Usi Advisors
  Charlotte, NC
  Glastonbury, CT
• 2016-08-12 → 2020-10-30
  Bb&T Institutional Investment Advisers, Inc.
  Greenville, SC
• 2013-06-21 → 2016-08-08
  Kestra Investment Services, Llc
  Greenville, SC
• 2016-04-20 → 2016-08-08
  Kestra Advisory Services, Llc
  Greenville, SC
• 2010-09-01 → 2012-08-17
  Securities America Advisors, Inc.
  Greenville, SC
• 2009-04-16 → 2010-08-16
  Harrisdirect Llc
  Arlington, VA

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-04-30
• S66 Uniform Combined State Law Examination
  2009-04-09

Designations

• Certified Financial Planner