Bruce Wood has been Managing Partner, Principal of Hilton Head Capital Partners since December 2016, is a control person of the firm and directly owns between 25% and 50% of it. Bruce Wood holds a Degree in Business Administration from California State University, Los Angeles.
Hilton Head Capital Partners, LLC is a Hilton Head Island, SC firm with $410M under management, 671 clients and 6 advisers across 5 offices, as of its March 2026 filing.
B. Brenner Wood is Founder & Managing Partner, Portfolio Manager of Hilton Head Capital Partners, based in Hilton Head Island, SC. His investment and financial career began in 1973 as a bank officer and corporate credit analyst in Richmond, Virginia. He was a Financial Advisor at Merrill Lynch and then a Senior Vice-President of Investments at Wells Fargo Advisors, and started his own registered investment advisory firm in 2017.
Bruce Wood’s longest registration was 8 years at Wells Fargo Clearing Services, LLC (2009–2017). Before joining Hilton Head Capital Partners in 2019, Bruce Wood was registered through Hayden Royal and Wells Fargo Clearing Services, LLC.
- – present · 7 yearsHilton Head Island, SC · Adviser representative · Firm CRD 299375
- Hayden Royal– · 1 yearHilton Head, SC · Adviser representative · Firm CRD 170037
- Wells Fargo Clearing Services, LLC– · 8 yearsHilton Head Island, SC · Adviser representative · Firm CRD 19616
- Wachovia Securities, LLC– · 5 yearsHilton Head Island, SC · Adviser representative · Firm CRD 19616
- UBS Financial Services Inc.– · 3 yearsRichmond, VA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Bruce Wood is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from January 2019; the most recent is Texas, in February 2024.
- North CarolinaSince 11 March 2019
- South CarolinaSince 22 January 2019
- TexasResidentSince 27 February 2024
- VirginiaSince 13 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 30 November 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 April 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 May 1982 |
| Series 7 | General Securities Representative Examination | 15 October 1977 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bruce Brenner Wood
- CRD
- 844688
- Firm
- Hilton Head Capital Partners · CRD 299375
- Role
- Managing Partner, Principal
- Office
- 7 LAFAYETTE PLACE, SUITE B, Hilton Head Island, SC 29926
- Registration
- Investment adviser registration
- In the industry since
- November 1977
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hiltonheadcapitalpartners.com
Where does Bruce Wood work?
Bruce Wood has been Managing Partner, Principal of Hilton Head Capital Partners, LLC since December 2016, and is a control person of the firm.
Is Bruce Wood a financial advisor?
Yes. Bruce Wood has a current investment-adviser registration in North Carolina, South Carolina, Texas and Virginia, through Hilton Head Capital Partners since January 2019.
How many years of experience does Bruce Wood have?
Bruce Wood has 48 years in the financial industry, since November 1977, across 4 adviser firms.
What exams has Bruce Wood passed?
Bruce Wood has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in October 1977. FINRA credited Bruce Wood with the SIE, which began in October 2018.
Where did Bruce Wood work before Hilton Head Capital Partners?
Before Hilton Head Capital Partners, Bruce Wood was registered through Hayden Royal, June 2017 to January 2019; Wells Fargo Clearing Services, LLC, January 2009 to June 2017; Wachovia Securities, LLC, October 2003 to January 2009; UBS Financial Services Inc., August 2000 to October 2003.
Where is Bruce Wood based?
Bruce Wood’s registered office is in Hilton Head Island, SC.
Is Bruce Wood registered with FINRA?
No. Bruce Wood has no current broker registration.
How can I verify Bruce Wood’s record?
Search CRD 844688 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bruce Wood’s full registration record.
