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MJ

Matthew Jordan Van Name

Investment Adviser Representative at COLONIAL TRUST ADVISORS, INC.

Spartanburg, SCCRD #5302850Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
South Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/30/2021
Series 66
Uniform Combined State Law Examination
Passed 4/9/2009
Series 7
General Securities Representative Examination
Passed 4/3/2007
Series 4
Registered Options Principal Examination
Passed 11/6/2008
Series 24
General Securities Principal Examination
Passed 8/27/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Colonial Trust Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COLONIAL TRUST ADVISORS, INC.Current
9/27/2022Spartanburg, SC
USI ADVISORS
12/8/202010/13/2021Charlotte, NC
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
8/12/201610/30/2020Greenville, SC
KESTRA ADVISORY SERVICES, LLC
4/20/20168/8/2016Greenville, SC
NFP ADVISOR SERVICES, LLC
6/21/20138/8/2016Greenville, SC
SECURITIES AMERICA ADVISORS, INC.
9/1/20108/17/2012Greenville, SC
E*TRADE CAPITAL MANAGEMENT, LLC
4/16/20098/16/2010Arlington, VA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Jordan Van Name has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.