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Andrew Parker Roberts

Investment adviser representative at Hilton Head Capital Partners, LLC
12 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

12 years in the industry.

  1. Hilton Head Capital Partners, LLCJan 2025 to now
  2. LandscapingFeb 2023 to Nov 2024
  3. StudentAug 2018 to Jan 2023
  4. StudentSep 2014 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8026961
Firm CRD
299375
Advisor's SEC record (opens in a new tab)
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