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Henry Walter Barre

Colonial Trust Advisors, Inc.

Spartanburg, SC

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Current Employers
Colonial Trust Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-01-17
  • SC RA
    APPROVED
    Since 2024-01-17

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 07/1996 01/2023
Colonial Trust Company Spartanburg SC 07/1989 01/2023
Colonial Trust Advisors, Inc. Spartanburg SC 01/2023 Present
Colonial Trust Company Spartanburg SC 01/2023 Present
Other Businesses

WALLY BARRE 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 SC BOARD OF FINANCIAL INSTITUTIONS AND PROVIDES CORPORATE FIDUCIARY SERVICES INCLUDING PROFESSIONAL TRUST AND ESTATE RELATED SERVICES. THE COMPANY SHARES OFFICES WITH COLONIAL Trust Advisors, Inc.AT 101 EAST WASHINGTON STREET, GREENVILLE, SC 29302. WALLY BARRE JOINED COLONIAL TRUST COMPANY IN 1989 PRIOR TO THE FORMATION OF COLONIAL Trust Advisors, Inc. IN 1996. HE HOLDS THE TITLE OF EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL 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 35% OF HIS TIME IS SPENT ON THE BUSINESS OF COLONIAL TRUST COMPANY WITH THE REMAINING 65% BEING SPENT ON COLONIAL Trust Advisors, Inc. BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-18
S63 Uniform Securities Agent State Law Examination 1987-08-20
  • S65 Uniform Investment Adviser Law Examination
    2013-06-18
  • S63 Uniform Securities Agent State Law Examination
    1987-08-20

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