William Goldfinch has been an investment adviser representative at Hilton Head Capital Partners since January 2025, and is not listed among the firm’s executive officers or direct owners. William Goldfinch holds a Bachelor of Science in business administration and finance from the University of South Carolina.
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.
William M. Goldfinch IV is Branch Manager and Financial Advisor of Goldfinch Financial Group, based in Conway, SC. Before joining Raymond James he was a financial advisor with Edward Jones. He works with clients on custom-tailored financial plans carried out in line with their long-term goals.
William Goldfinch’s longest registration was 13 years at Raymond James Financial Services Advisors, Inc (2011–2025). Before joining Hilton Head Capital Partners in 2025, William Goldfinch was registered through Raymond James Financial Services Advisors, Inc and Edward Jones.
- – present · 1 yearConway, SC · Adviser representative · Firm CRD 299375
- Raymond James Financial Services Advisors, Inc– · 13 yearsConway, SC · Adviser representative · Firm CRD 149018
- Edward Jones– · 3 yearsConway, SC · Adviser representative · Firm CRD 250
Investment adviser representative registrations
William Goldfinch is registered as an investment adviser representative in South Carolina, since January 2025.
- South CarolinaSince 8 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 18 February 2014 |
| Series 66 | Uniform Combined State Law Examination | 26 July 2007 |
| Series 7 | General Securities Representative Examination | 10 July 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William McTyeire Goldfinch
- CRD
- 5343764
- Firm
- Hilton Head Capital Partners · CRD 299375
- Office
- 1314 4th Avenue, Conway, SC 29526
- Registration
- Investment adviser registration
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williamgoldfinch.com
Where does William Goldfinch work?
William Goldfinch is an investment adviser representative registered through Hilton Head Capital Partners, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is William Goldfinch a financial advisor?
Yes. William Goldfinch has a current investment-adviser registration in South Carolina, through Hilton Head Capital Partners since January 2025.
How many years of experience does William Goldfinch have?
William Goldfinch has 19 years in the financial industry, since July 2007, across 3 adviser firms.
What exams has William Goldfinch passed?
William Goldfinch has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in July 2007. FINRA credited William Goldfinch with the SIE, which began in October 2018.
Where did William Goldfinch work before Hilton Head Capital Partners?
Before Hilton Head Capital Partners, William Goldfinch was registered through Raymond James Financial Services Advisors, Inc, April 2011 to January 2025; Edward Jones, August 2007 to November 2010.
Where is William Goldfinch based?
William Goldfinch’s registered office is in Conway, SC.
Is William Goldfinch registered with FINRA?
No. William Goldfinch has no current broker registration.
How can I verify William Goldfinch’s record?
Search CRD 5343764 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Goldfinch’s full registration record.
