Glen Winston Roberts
Investment adviser representative at Hilton Head Capital Partners, LLC
18 yearsExperience
2 statesRegistered in
$409.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Hilton Head Capital Partners, LLCApr 2024 to now
- Roberts Financial Strategies, LLCJan 2020 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Raymond James Financial ServicesMar 2008 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Hilton Head Capital Partners, LLC
$409.5MAssets managed
671Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2274147
- Firm CRD
- 299375