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Alan Yahir Pedraza

Dba Big Money Retirement And Big Retirement

Greenville, SC

CRD 8245360

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Employer firm

Dba Big Money Retirement And Big Retirement CRD 318698

$147M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Dba Big Money Retirement And Big Retirement

632 S Main St, Greenville, SC 29601 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-03-31
  • SC RA
    APPROVED
    Since 2026-03-31

Branch Locations

632 S Main St, Greenville, SC 29601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ware Shoals High School Ware Shoals SC 01/2016 05/2021
Ascend Performance Materials Greenwood SC 05/2021 08/2021
Lowe's Easley SC 11/2022 08/2024
Clemson University Clemson SC 08/2021 05/2025
Burgess Investment Group Greenville SC 08/2024 Present
Burgess Investment Group, Llc Greenville SC 08/2024 Present
  • 01/2016 → 05/2021
    Ware Shoals High School
    Ware Shoals, SC
  • 05/2021 → 08/2021
    Ascend Performance Materials
    Greenwood, SC
  • 11/2022 → 08/2024
    Lowe's
    Easley, SC
  • 08/2021 → 05/2025
    Clemson University
    Clemson, SC
  • 08/2024 → Present
    Burgess Investment Group
    Greenville, SC
  • 08/2024 → Present
    Burgess Investment Group, Llc
    Greenville, SC
Other Businesses

Alan Yahir Pedraza is a Licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15

View on SEC IAPD

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