Kyle R. Conner

BURGESS INVESTMENT GROUP

Charleston, SC 29403

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CRD#: 7427760

Professional summary

Kyle Ryan Conner, who also goes by Kyle R Conner, is a registered financial advisor currently at BURGESS INVESTMENT GROUP, LLC located in Charleston, South Carolina.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kyle has worked at 3 firms and has passed the Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle R Conner

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Ryan Conner's CRS (Customer Relationship Summary).

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

October 27, 2025 - Present

BURGESS INVESTMENT GROUP, LLC

Office #1: 651 Meeting St., Charleston, SC 29403

RIA

CRD#: 318698

Charleston, SC

Past

December 21, 2022 - October 29, 2024

CURRAN FINANCIAL PARTNERS, LLC

RIA

CRD#: 281943

DANIEL ISLAND, SC

Past

January 31, 2022 - April 12, 2022

NYLIFE SECURITIES LLC

CRD#: 5167

CHARLESTON, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BURGESS INVESTMENT GROUP, LLC

BURGESS INVESTMENT GROUP, LLC | CREATIVE WEALTH DESIGNERS, LLC

CRD#: 318698 / SEC#: 801-135075

RIA

Registered Investment Advisory firm - (1/2/2026 Approved)

South Carolina

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

Texas

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

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
(10/27/2025)

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 65

Date: 12/21/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/29/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/11/2021

Securities Industry Essentials Examination

Current Firm

BURGESS INVESTMENT GROUP, LLC

BURGESS INVESTMENT GROUP, LLC | CREATIVE WEALTH DESIGNERS, LLC

CRD#: 318698 / SEC#: 801-135075

RIA

Registered Investment Advisory firm - (1/2/2026 Approved)

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

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- BURGESS INVESTMENT GROUP, LLC (12/2/2025)

Regulatory assets under management

Total Number of Accounts	697
AUM (Assets Under Management)	$ 108,972,922

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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Kyle R. Conner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Ryan Conner's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURGESS INVESTMENT GROUP, LLC

CURRAN FINANCIAL PARTNERS, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

BURGESS INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2022

Series 6TO

Date: 1/29/2022

SIE

Date: 12/11/2021

Current Firm

BURGESS INVESTMENT GROUP, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURGESS INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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