Bruce B. Wood

HILTON HEAD CAPITAL PARTNERS

Hilton Head Island, SC 29926

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CRD#: 844688

Professional summary

Bruce Brenner Wood, who also goes by B. Brenner Wood, Brenner Wood, is a registered financial advisor currently at HILTON HEAD CAPITAL PARTNERS, LLC located in Hilton Head Island, South Carolina.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. Bruce has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

B. Brenner Wood | Brenner Wood

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.

HHCP Insurance Services, LLC-Not investment related-7 Lafayette Place, Suite B, Hilton Head, SC 29926-Insurance sales-Owner/Agent-8/1/2019-5 hrs/mth-0 during trading hrs-Through HHCP Insurance Services, LLC in affiliation with FIG marketing, will offer insurance and fixed annuities. Hilton Head Capital Asset Protection LLC- Owner- Investment related-7 Lafayette Place, Suite B, Hilton Head, SC 29926- Insurance Business- 1/1/2025- Hours per month devoted to business during trading hours: 1- Hours per month devoted to business outside trading hours: 0- Percentage of total yearly compensation expected to be derived from the business: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Brenner Wood'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

January 22, 2019 - Present

HILTON HEAD CAPITAL PARTNERS, LLC

Office #1: 7 Lafayette Place Suite B, Hilton Head Island, SC 29926

RIA

CRD#: 299375

Hilton Head Island, SC

Past

June 15, 2018 - June 27, 2019

KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898

Hilton Head Island, SC

Past

July 24, 2017 - June 15, 2018

SGMA CAPITAL MARKETS LIMITED

CRD#: 135327

NEW YORK, NY

Past

June 19, 2017 - January 22, 2019

HAYDEN ROYAL

RIA

CRD#: 170037

Hilton Head, SC

Past

January 8, 2009 - June 19, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HILTON HEAD ISLAND, SC

Past

November 5, 2003 - January 2, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HILTON HEAD ISLAND, SC

Past

November 4, 2003 - June 19, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

HILTON HEAD ISLAND, SC

Past

October 23, 2003 - October 24, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HILTON HEAD ISLAND, SC

Past

August 14, 2000 - October 15, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 12, 2000 - October 15, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

RICHMOND, VA

Past

October 7, 1998 - August 14, 2000

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Past

July 31, 1993 - September 8, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 11, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

May 22, 1986 - April 11, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

April 25, 1983 - June 23, 1986

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

September 26, 1978 - May 10, 1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

October 26, 1977 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

CRD#: 572

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

North Carolina
(3/11/2019)

IAR

South Carolina
(1/22/2019)

IAR

Texas
(2/27/2024)

IAR

Virginia
(2/13/2019)

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 65

Date: 4/10/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/24/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/30/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/15/1977

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 (8 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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Advisor Monitoring

Firm Stability Insights

Bruce B. Wood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Brenner Wood's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

SGMA CAPITAL MARKETS LIMITED

HAYDEN ROYAL

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

J.C. BRADFORD & CO.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

PRUDENTIAL EQUITY GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

Primary Firm SEC Registration

HILTON HEAD CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/1991

Series 63

Date: 5/24/1982

SIE

Date: 10/1/2018

Series 31

Date: 11/30/2009

Series 7

Date: 10/15/1977

Current Firm

HILTON HEAD CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (8 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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