Glen Roberts has been President, Principal of Hilton Head Capital Partners since January 2025, is a control person of the firm and directly owns between 25% and 50% of it. Glen Roberts holds a Degree in Finance from Coastal Carolina University.
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.
Glen Roberts is Senior Partner, Portfolio Manager of Hilton Head Capital Partners. He has been a wealth advisor for more than 30 years, starting his career at AG Edwards in 1992. He set up his own business, Roberts Financial Strategies, affiliated with Raymond James, in 2004 and joined Hilton Head Capital Partners in 2024. He works with business owners, executives and retirees.
Glen Roberts’ longest registration was 15 years at Raymond James Financial Services Advisors, Inc (2009–2024). Before joining Hilton Head Capital Partners in 2024, Glen Roberts was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- – present · 2 yearsConway, SC · Adviser representative · Firm CRD 299375
- Raymond James Financial Services Advisors, Inc– · 15 yearsConway, SC · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · under a yearConway, SC · Adviser representative · Firm CRD 6694
- Wachovia Securities, LLC– · under a yearMyrtle Beach, SC · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 2 yearsMyrtle Beach, SC · Adviser representative · Firm CRD 4
Investment adviser representative registrations
Glen Roberts is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in May 2024.
- South CarolinaSince 30 May 2024
- TexasResidentSince 30 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 11 July 2008 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 8 July 2008 |
| Series 66 | Uniform Combined State Law Examination | 8 August 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 October 1992 |
| Series 7 | General Securities Representative Examination | 23 October 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Glen Winston Roberts
- CRD
- 2274147
- Firm
- Hilton Head Capital Partners · CRD 299375
- Role
- President, Principal
- Office
- 1121 Third Ave, Conway, SC 29526
- Registration
- Investment adviser registration
- In the industry since
- December 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hiltonheadcapitalpartners.com
Where does Glen Roberts work?
Glen Roberts has been President, Principal of Hilton Head Capital Partners, LLC since January 2025, and is a control person of the firm.
Is Glen Roberts a financial advisor?
Yes. Glen Roberts has a current investment-adviser registration in South Carolina and Texas, through Hilton Head Capital Partners since May 2024.
How many years of experience does Glen Roberts have?
Glen Roberts has 33 years in the financial industry, since December 1992, across 5 adviser firms.
What exams has Glen Roberts passed?
Glen Roberts has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in October 1992. FINRA credited Glen Roberts with the SIE, which began in October 2018.
Where did Glen Roberts work before Hilton Head Capital Partners?
Before Hilton Head Capital Partners, Glen Roberts was registered through Raymond James Financial Services Advisors, Inc, January 2009 to April 2024; Raymond James Financial Services, April 2008 to January 2009; Wachovia Securities, LLC, January 2008 to March 2008; A. G. Edwards & Sons, Inc., August 2005 to January 2008.
Where is Glen Roberts based?
Glen Roberts’ registered office is in Conway, SC.
Is Glen Roberts registered with FINRA?
No. Glen Roberts has no current broker registration.
How can I verify Glen Roberts’ record?
Search CRD 2274147 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Glen Roberts’ full registration record.
