Sallie Goldfinch has been an investment adviser representative at Hilton Head Capital Partners since March 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.
Sallie Goldfinch’s longest registration was 8 years at Raymond James Financial Services Advisors, Inc (2016–2025). Before joining Hilton Head Capital Partners in 2025, Sallie Goldfinch was registered through Raymond James Financial Services Advisors, Inc.
- – present · 1 yearConway, SC · Adviser representative · Firm CRD 299375
- Raymond James Financial Services Advisors, Inc– · 8 yearsConway, SC · Adviser representative · Firm CRD 149018
Investment adviser representative registrations
Sallie Goldfinch is registered as an investment adviser representative in South Carolina, since March 2025.
- South CarolinaSince 25 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 February 2016 |
| Series 7 | General Securities Representative Examination | 16 November 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sallie Edwards Goldfinch
- CRD
- 6574645
- Firm
- Hilton Head Capital Partners · CRD 299375
- Office
- 1314 4th Avenue, Conway, SC 29526
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Sallie Goldfinch work?
Sallie Goldfinch is an investment adviser representative registered through Hilton Head Capital Partners, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Sallie Goldfinch a financial advisor?
Yes. Sallie Goldfinch has a current investment-adviser registration in South Carolina, through Hilton Head Capital Partners since March 2025.
How many years of experience does Sallie Goldfinch have?
Sallie Goldfinch has 10 years in the financial industry, since January 2016, across 2 adviser firms.
What exams has Sallie Goldfinch passed?
Sallie Goldfinch has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2015. FINRA credited Sallie Goldfinch with the SIE, which began in October 2018.
Where did Sallie Goldfinch work before Hilton Head Capital Partners?
Before Hilton Head Capital Partners, Sallie Goldfinch was registered through Raymond James Financial Services Advisors, Inc, February 2016 to January 2025.
Where is Sallie Goldfinch based?
Sallie Goldfinch’s registered office is in Conway, SC.
Is Sallie Goldfinch registered with FINRA?
No. Sallie Goldfinch has no current broker registration.
How can I verify Sallie Goldfinch’s record?
Search CRD 6574645 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sallie Goldfinch’s full registration record.
