Kyle Conner has been an investment adviser representative at Burgess Investment Group since October 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.
Kyle Conner is Lead Financial Advisor of Big Money Retirement Solutions. Before joining the firm, he gained experience at a Registered Investment Advisory firm.
Kyle Conner’s longest registration was 1 year at Curran Financial Partners, LLC (2022–2024). Before joining Burgess Investment Group in 2025, Kyle Conner was registered through Curran Financial Partners, LLC.
- – present · under a yearCharleston, SC · Adviser representative · Firm CRD 318698
- Curran Financial Partners, LLC– · 1 yearDaniel Island, SC · Adviser representative · Firm CRD 281943
Professional designations
Listed by Burgess Investment Group
- National Social Security Advisor (NSSA®)
Investment adviser representative registrations
Kyle Conner is registered as an investment adviser representative in South Carolina, since October 2025.
- South CarolinaSince 27 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 29 January 2022 |
| SIE | Securities Industry Essentials Examination | 11 December 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kyle Ryan Conner
- CRD
- 7427760
- Firm
- Burgess Investment Group · CRD 318698
- Office
- 651 Meeting St., Charleston, SC 29403
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bigmoneyretirement.com
Where does Kyle Conner work?
Kyle Conner is an investment adviser representative registered through Burgess Investment Group, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Conner a financial advisor?
Yes. Kyle Conner has a current investment-adviser registration in South Carolina, through Burgess Investment Group since October 2025.
How many years of experience does Kyle Conner have?
Kyle Conner has 3 years in the financial industry, since October 2023, across 2 adviser firms.
What exams has Kyle Conner passed?
Kyle Conner has passed 3 licensing exams: the SIE, Series 6TO and Series 65. The earliest, the SIE, was passed in December 2021.
Where did Kyle Conner work before Burgess Investment Group?
Before Burgess Investment Group, Kyle Conner was registered through Curran Financial Partners, LLC, December 2022 to October 2024.
Where is Kyle Conner based?
Kyle Conner’s registered office is in Charleston, SC.
Is Kyle Conner registered with FINRA?
No. Kyle Conner has no current broker registration.
How can I verify Kyle Conner’s record?
Search CRD 7427760 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Conner’s full registration record.
