Luke Maloney-Grimes has been an investment adviser representative at Burgess Investment Group since June 2024, 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.
Luke Maloney-Grimes is Lead Financial Advisor of Big Money Retirement Solutions. He joined the firm in 2023 with experience as a wealth management stock trader from Auckland, New Zealand.
- – present · 2 yearsGreenville, SC · Adviser representative · Firm CRD 318698
Professional designations
Listed by Burgess Investment Group
- National Social Security Advisor (NSSA®)
Investment adviser representative registrations
Luke Maloney-Grimes is registered as an investment adviser representative in South Carolina, since June 2024.
- South CarolinaSince 20 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2024 |
| SIE | Securities Industry Essentials Examination | 20 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7935959
- Firm
- Burgess Investment Group · CRD 318698
- Office
- 632 S MAIN ST, Greenville, SC 29601
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bigmoneyretirement.com
Where does Luke Maloney-Grimes work?
Luke Maloney-Grimes is an investment adviser representative registered through Burgess Investment Group, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Luke Maloney-Grimes a financial advisor?
Yes. Luke Maloney-Grimes has a current investment-adviser registration in South Carolina, through Burgess Investment Group since June 2024.
How many years of experience does Luke Maloney-Grimes have?
Luke Maloney-Grimes has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has Luke Maloney-Grimes passed?
Luke Maloney-Grimes has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in November 2023.
Where is Luke Maloney-Grimes based?
Luke Maloney-Grimes’ registered office is in Greenville, SC.
Is Luke Maloney-Grimes registered with FINRA?
No. Luke Maloney-Grimes has no current broker registration.
How can I verify Luke Maloney-Grimes’ record?
Search CRD 7935959 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Maloney-Grimes’ full registration record.
