GR
Gregory H. Roberts
HILTON HEAD CAPITAL PARTNERS
Charleston, SC
Some features on this profile are disabled
CRD#: 6968864
GR
Professional summary
Gregory Harrison Roberts, who also goes by Gregory H Roberts, is a registered financial advisor currently at HILTON HEAD CAPITAL PARTNERS, LLC located in Charleston, South Carolina.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Gregory has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory H Roberts
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Harrison Roberts's 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®
NoneExperience
Current
September 10, 2025 - Present
HILTON HEAD CAPITAL PARTNERS, LLC
RIA
CRD#: 299375
Charleston, 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".
HH
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)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(9/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
HH
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)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
5
SEC notice filing (10 States and Territories)
Documents
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.
