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Gregory Roberts

Investment adviser representative at Hilton Head Capital Partners in Charleston, SC

Investment adviser registrationUpdated

Gregory Roberts is an investment adviser representative at Hilton Head Capital Partners, LLC, an investment adviser managing $410M, and works from its Charleston, SC office. Gregory Roberts has been registered through Hilton Head Capital Partners since 10 September 2025, has 1 year in the industry across 1 firm and has passed the SIE and Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Gregory Roberts has been an investment adviser representative at Hilton Head Capital Partners since September 2025, and is not listed among the firm’s executive officers or direct owners.

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.

  1. – present · 1 year
    Charleston, SC · Adviser representative · Firm CRD 299375

Credentials and registrations

Investment adviser representative registrations

Gregory Roberts is registered as an investment adviser representative in South Carolina, since September 2025.

  • South CarolinaSince 10 September 2025

Examinations

Series 654 October 2023
Name
Uniform Investment Adviser Law Examination
SIE18 July 2019
Name
Securities Industry Essentials Examination

Key facts

Full name
Gregory Harrison Roberts
CRD
6968864
Office
Charleston, SC
Registration
Investment adviser registration
In the industry since
September 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Gregory Roberts work?

Gregory Roberts is an investment adviser representative registered through Hilton Head Capital Partners, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Gregory Roberts a financial advisor?

Yes. Gregory Roberts has a current investment-adviser registration in South Carolina, through Hilton Head Capital Partners since September 2025.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Gregory Roberts have?

Gregory Roberts has 1 year in the financial industry, since September 2025, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Gregory Roberts passed?

Gregory Roberts has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2019.

Source: IAPD individual record, checked 23 October 2026

Where is Gregory Roberts based?

Gregory Roberts’ registered office is in Charleston, SC.

Source: IAPD individual record, checked 23 October 2026

Is Gregory Roberts registered with FINRA?

No. Gregory Roberts has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Gregory Roberts’ record?

Search CRD 6968864 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Roberts’ full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Hilton Head Capital Partners

Sources

  1. IAPD individual record, CRD 6968864, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Hilton Head Capital Partners, LLC, filed 19 March 2026. Executive officers and direct owners; this person is not among them.