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Joseph P. Anderson

Colonial Trust Advisors, Inc.

Spartanburg, SC

CRD 8144657

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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:

Current Employers
Colonial Trust Advisors, Inc.

233 South Pine Street, Spartanburg, SC 29302 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-09-03
  • SC RA
    APPROVED
    Since 2025-09-03

Branch Locations

233 South Pine Street, Spartanburg, SC 29302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Colonial Trust Advisors, Inc. Spartanburg SC 07/2025 Present
Johnson Development Associates Spartanburg SC 05/2023 05/2025
Pricewaterhousecoopers Spartanburg SC 09/2019 05/2023
Elliot Davis Greenville SC 10/2013 08/2019
  • 07/2025 → Present
    Spartanburg, SC
  • 05/2023 → 05/2025
    Johnson Development Associates
    Spartanburg, SC
  • 09/2019 → 05/2023
    Pricewaterhousecoopers
    Spartanburg, SC
  • 10/2013 → 08/2019
    Elliot Davis
    Greenville, SC
Designations
  • Certified Financial Planner
Other Names
  • Joseph Perrin Anderson

View on SEC IAPD

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