Sallie E. Goldfinch

HILTON HEAD CAPITAL PARTNERS

Conway, SC 29526

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CRD#: 6574645

Professional summary

Sallie Edwards Goldfinch, who also goes by Sallie Elizabeth Edwards, is a registered financial advisor currently at HILTON HEAD CAPITAL PARTNERS, LLC located in Conway, South Carolina.

Sallie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Sallie has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Sallie Elizabeth Edwards

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sallie Edwards Goldfinch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 25, 2025 - Present

HILTON HEAD CAPITAL PARTNERS, LLC

Office #1: 1314 4th Avenue, Conway, SC 29526

RIA

CRD#: 299375

Conway, SC

Past

February 25, 2016 - January 6, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Conway, SC

Past

November 16, 2015 - January 6, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Conway, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HILTON HEAD CAPITAL PARTNERS, LLC

GOLDFINCH FINANCIAL GROUP | UPTOWN PARTNERS ADVISORY | HILTON HEAD CAPITAL PARTNERS, LLC

CRD#: 299375 / SEC#: 801-130275

RIA

Registered Investment Advisory firm - (7/2/2024 Approved)

Alabama

Registered Investment Advisory firm - (11/14/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (7/31/2024 Terminated)

South Carolina

Registered Investment Advisory firm - (7/11/2024 Terminated)

Texas

Registered Investment Advisory firm - (7/11/2024 Terminated)

Virginia

Registered Investment Advisory firm - (7/12/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(3/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/18/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2015

General Securities Representative Examination

Current Firm

HILTON HEAD CAPITAL PARTNERS, LLC

GOLDFINCH FINANCIAL GROUP | UPTOWN PARTNERS ADVISORY | HILTON HEAD CAPITAL PARTNERS, LLC

CRD#: 299375 / SEC#: 801-130275

RIA

Registered Investment Advisory firm - (7/2/2024 Approved)

Alabama

Registered Investment Advisory firm - (11/14/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (7/31/2024 Terminated)

South Carolina

Registered Investment Advisory firm - (7/11/2024 Terminated)

Texas

Registered Investment Advisory firm - (7/11/2024 Terminated)

Virginia

Registered Investment Advisory firm - (7/12/2024 Terminated)

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Contact information

Main Address

7 Lafayette Place Suite B, Hilton Head Island, SC 29926

Mailing Address

Phone number

(843) 790-7573

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HHCP ADV 2A (2/10/2025)

Regulatory assets under management

Total Number of Accounts	691
AUM (Assets Under Management)	$ 253,821,111

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sallie E. Goldfinch

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sallie Edwards Goldfinch's CRS (Customer Relationship Summary).

Certified licenses

Experience

HILTON HEAD CAPITAL PARTNERS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

HILTON HEAD CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/18/2016

SIE

Date: 10/1/2018

Series 7

Date: 11/16/2015

Current Firm

HILTON HEAD CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HILTON HEAD CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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