Gregory Harrison Roberts
Investment adviser representative at Hilton Head Capital Partners, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Hilton Head Capital Partners, LLCSep 2025 to now
- Santee CooperAug 2015 to now
- Self-employedJul 2019 to Dec 2019
- Raymond James FinancialJun 2018 to Aug 2018
- Full Time StudentAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6968864
- Firm CRD
- 299375