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RIA / WealthAdvisor26 years in industry

CHARLES WILLIAM CLEMENTSON

Advisor at COLONIAL TRUST ADVISORS, INC.

SPARTANBURG, SC

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Search this name across graphsid dfx:ria:19f32cb8-0d15-6dcd-cd78-01bbf43353c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 13, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COLONIAL TRUST ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 27, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Dec 27, 1999
First registration: Sep 13, 2012
Dual registered: no
IAPD individual key: 4008900

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COLONIAL TRUST ADVISORS, INC.	Independent wealth	Dec 16, 2021	n/a	yes	SPARTANBURG, SC	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 17, 2021	Oct 15, 2021	no	ATLANTA, GA	Previous registration
BB&T SECURITIES, LLC	Former SEC adviser	Jan 2, 2018	Feb 17, 2021	no	CHARLOTTE, NC\|SPARTANBURG, SC\|RICHMOND, VA	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Sep 11, 2014	Jan 2, 2018	no	CHARLOTTE, NC\|SPARTANBURG, SC	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Sep 13, 2012	Sep 19, 2014	no	PIEDMONT, SC\|Spartanburg, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUIST ADVISORY SERVICES, INC.	COLONIAL TRUST ADVISORS, INC.	Oct 15, 2021	Dec 16, 2021	62	Firm change	Ibd to RIA
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Feb 17, 2021	0	Bulk transfer	Ibd to ibd
BB&T INVESTMENT SERVICES, INC.	BB&T SECURITIES, LLC	Jan 2, 2018	Jan 2, 2018	0	Bulk transfer	Other
CONCOURSE FINANCIAL GROUP ADVISORS	BB&T INVESTMENT SERVICES, INC.	Sep 19, 2014	Sep 11, 2014	-8	Firm change	Other

Relationships

Registered with (5)

→ COLONIAL TRUST ADVISORS, INC.Registered adviserregistration: current employment
Dec 16, 2021 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 17, 2021 to Oct 15, 2021factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 2, 2018 to Feb 17, 2021factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 11, 2014 to Jan 2, 2018factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Sep 13, 2012 to Sep 19, 2014factForm ADV

Dated events

No dated event names this entity yet.