Alan Pedraza has been an investment adviser representative at Burgess Investment Group since March 2026, and is not listed among the firm’s executive officers or direct owners. Alan Pedraza holds a Degree in Financial Management from Clemson University.
Burgess Investment Group, LLC is a Greenville, SC firm with $147M under management, 864 clients and 10 advisers across 7 offices, as of its September 2026 filing.
Alan Pedraza is Lead Financial Advisor of Big Money Retirement Solutions. He works with individuals and families on financial strategies and investment plans, and earlier worked as a paraplanner.
- – present · under a yearGreenville, SC · Adviser representative · Firm CRD 318698
Investment adviser representative registrations
Alan Pedraza is registered as an investment adviser representative in South Carolina, since March 2026.
- South CarolinaSince 31 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 December 2025 |
| SIE | Securities Industry Essentials Examination | 25 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Alan Yahir Pedraza
- CRD
- 8245360
- Firm
- Burgess Investment Group · CRD 318698
- Office
- 632 S MAIN ST, Greenville, SC 29601
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bigmoneyretirement.com
Where does Alan Pedraza work?
Alan Pedraza is an investment adviser representative registered through Burgess Investment Group, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alan Pedraza a financial advisor?
Yes. Alan Pedraza has a current investment-adviser registration in South Carolina, through Burgess Investment Group since March 2026.
How many years of experience does Alan Pedraza have?
Alan Pedraza has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Alan Pedraza passed?
Alan Pedraza has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in April 2025.
Where is Alan Pedraza based?
Alan Pedraza’s registered office is in Greenville, SC.
Is Alan Pedraza registered with FINRA?
No. Alan Pedraza has no current broker registration.
How can I verify Alan Pedraza’s record?
Search CRD 8245360 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Pedraza’s full registration record.
