Matthew Hastings has been an investment adviser representative at Burgess Investment Group since January 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.
Matthew Hastings is Lead Financial Advisor of Big Money Retirement Solutions. He joined the firm in 2024 after a decade of experience at two financial institutions.
Matthew Hastings’ longest registration was 6 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2014–2021). Before joining Burgess Investment Group in 2024, Matthew Hastings was registered through J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 2 yearsAdviser representative · Firm CRD 318698
- J.P. Morgan Securities LLC– · 2 yearsClemson, SC · Adviser representative · Firm CRD 79
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 6 yearsSimpsonville, SC · Adviser representative · Firm CRD 7691
Professional designations
Listed by Burgess Investment Group
- Wealth Management Certified Professional (WMCP®)
- Chartered Retirement Planning Counselor (CRPC®)
- National Social Security Advisor (NSSA®)
Investment adviser representative registrations
Matthew Hastings is registered as an investment adviser representative in 2 states. The first approvals date from January 2024; the most recent is North Carolina, in July 2026.
- North CarolinaSince 28 July 2026
- South CarolinaSince 25 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 October 2014 |
| Series 7 | General Securities Representative Examination | 27 June 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6318054
- Firm
- Burgess Investment Group · CRD 318698
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bigmoneyretirement.com
Where does Matthew Hastings work?
Matthew Hastings is an investment adviser representative registered through Burgess Investment Group, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Hastings a financial advisor?
Yes. Matthew Hastings has a current investment-adviser registration in North Carolina and South Carolina, through Burgess Investment Group since January 2024.
How many years of experience does Matthew Hastings have?
Matthew Hastings has 12 years in the financial industry, since July 2014, across 3 adviser firms.
What exams has Matthew Hastings passed?
Matthew Hastings has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2014. FINRA credited Matthew Hastings with the SIE, which began in October 2018.
Where did Matthew Hastings work before Burgess Investment Group?
Before Burgess Investment Group, Matthew Hastings was registered through J.P. Morgan Securities LLC, March 2021 to January 2024; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2014 to March 2021.
Is Matthew Hastings registered with FINRA?
No. Matthew Hastings has no current broker registration.
How can I verify Matthew Hastings’ record?
Search CRD 6318054 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Hastings’ full registration record.
