Matthew Hastings

BURGESS INVESTMENT GROUP

GREENVILLE, SC 29601

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CRD#: 6318054

Professional summary

Matthew Hastings, who also goes by Matthew Lee Hastings, is a registered financial advisor currently at BURGESS INVESTMENT GROUP, LLC located in Greenville, South Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Lee Hastings

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Licensed insurance agent; Not investment-related; Recommends insurance products Entity Name: 16 Bittercrest LLC Investment related: N Address: Laurens, SC 29360 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/01/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Single Family Rental LLC that I own Entity Name: Hastings Corner Farm and Garden Investment related: N "Address: 838 S Harper St Laurens, SC 29360" Nature of the other business: Commerce Position/Title/Relationship: Owner/Partner Start Date: 10/01/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family Owned - extremely small market garden. I am a minority owner and wife is majority.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Hastings's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 25, 2024 - Present

BURGESS INVESTMENT GROUP, LLC

Office #1: 632 S Main St, Greenville, SC 29601

RIA

CRD#: 318698

GREENVILLE, SC

Past

March 24, 2021 - January 20, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Clemson, SC

Past

March 24, 2021 - January 20, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

Clemson, SC

Past

October 6, 2014 - March 22, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SIMPSONVILLE, SC

Past

June 27, 2014 - March 22, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SIMPSONVILLE, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(1/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/2/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/2014

General Securities Representative Examination

Current Firm

BURGESS INVESTMENT GROUP, LLC

BURGESS INVESTMENT GROUP, LLC | CREATIVE WEALTH DESIGNERS, LLC

CRD#: 318698 / SEC#:

South Carolina

Registered Investment Advisory firm - (4/8/2022 Approved)

Texas

Registered Investment Advisory firm - (10/21/2022 Conditional Restricted)

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Contact information

Main Address

632 S Main St, Greenville, SC 29601

Mailing Address

27 Boggs St., Greenville, SC 29601

Phone number

(864) 920-3155

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	409
AUM (Assets Under Management)	$ 65,187,862

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew Hastings

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Hastings's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURGESS INVESTMENT GROUP, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/2/2014

SIE

Date: 10/1/2018

Series 7

Date: 6/27/2014

Current Firm

BURGESS INVESTMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BURGESS INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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