Matthew Hastings, financial advisor Greenville SC

Matthew Hastings

CRD Number: 6318054
Current Firm: Burgess Investment Group, LLC

Matthew Hastings (CRD# 6318054) is an Investment Advisor Representative working at Burgess Investment Group, LLC in Greenville, SC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Burgess Investment Group, LLC Greenville, SC Jan 2024 - Current < 1
16 Bittercrest LLC Laurens, SC Oct 2020 - Current 3
Hastings Corner Farm And Garden, LLC Laurens, SC Oct 2020 - Current 3
Jp Morgan Chase Bank, N.a. Greenville, SC Mar 2021 - Jan 2024 2
Jp Morgan Securities, LLC Greenville, SC Mar 2021 - Jan 2024 2
Bank Of America N.a. Greenville, SC Oct 2014 - Mar 2021 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville, SC Mar 2014 - Mar 2021 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Matthew Hastings
Phone Number: 864-920-3155
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $96,948
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

SC, TX

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