Dba Big Money Retirement And Big Retirement

CRD 318698 · Greenville, SC · $147.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 318698
SEC number: 801-135075
Firm type: RIA
Assets under management: $147.1M as of Jun 9, 2026
Website: www.bigmoneyretirement.com ↗
Phone: 864-920-3155
Address: 632 S Main St, Greenville, SC, 29601

Advisors at this firm

9 in our index · page 1 of 1

Johnathan Brett BurgessCRD 7339636 · Greenville, SC

IA Registered
Kyle Ryan ConnerCRD 7427760 · Charleston, SC

IA RegisteredRegistration inactive
Tyler DeckerCRD 6978151 · Greenville, SC

IA RegisteredRegistration inactive
Matthew HastingsCRD 6318054 · Greenville, SC

IA RegisteredRegistration inactive
Edward Louis HeiserCRD 7760303 · Greenville, SC

IA Registered
Luke Maloney-GrimesCRD 7935959 · Greenville, SC

IA Registered
Elizabeth Faith MungoCRD 8128166 · Greenville, SC

IA Registered
Clemmy Lou OsborneCRD 7773985 · Greenville, SC

IA Registered
Alan Yahir PedrazaCRD 8245360 · Greenville, SC

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 318698 ↗ FINRA BrokerCheck record for firm CRD 318698 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.