Elizabeth Mungo has been an investment adviser representative at Burgess Investment Group since July 2025, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 1 yearGreenville, SC · Adviser representative · Firm CRD 318698
Investment adviser representative registrations
Elizabeth Mungo is registered as an investment adviser representative in 2 states. Each was approved in July 2025.
- South CarolinaSince 11 July 2025
- TexasSince 11 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 2025 |
| SIE | Securities Industry Essentials Examination | 3 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Elizabeth Faith Mungo
- CRD
- 8128166
- Firm
- Burgess Investment Group · CRD 318698
- Office
- 632 S MAIN ST, Greenville, SC 29601
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Mungo work?
Elizabeth Mungo is an investment adviser representative registered through Burgess Investment Group, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Mungo a financial advisor?
Yes. Elizabeth Mungo has a current investment-adviser registration in South Carolina and Texas, through Burgess Investment Group since July 2025.
How many years of experience does Elizabeth Mungo have?
Elizabeth Mungo has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Elizabeth Mungo passed?
Elizabeth Mungo has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2025.
Where is Elizabeth Mungo based?
Elizabeth Mungo’s registered office is in Greenville, SC.
Is Elizabeth Mungo registered with FINRA?
No. Elizabeth Mungo has no current broker registration.
How can I verify Elizabeth Mungo’s record?
Search CRD 8128166 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Mungo’s full registration record.
