BUNDY GROUP SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
311375
Registered since
March 19, 2021

Firm profile

FINTRX

Overview

Bundy Group Securities, LLC is organized as a limited liability company and is recorded with the SEC as of 2021. FINTRX identifies the firm as individually owned and classifies it as "Unclassified" rather than under one of the standard advisory categories. The platform also flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant and not a related adviser. The firm did not provide descriptive entries for its business activities, advisory services or client segments to FINTRX. That absence of detail means publicly available data does not specify whether Bundy Group Securities focuses on discretionary wealth management, brokerage, financial planning, or another line of service.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Andrew Ezzat

    AssociateCRD 7252288

  • DEBRA DEGENSHEIN

    Administrative PrincipalCRD 2923781

  • WILLIAM BUNDY

    Managing DirectorCRD 5191244

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
2700 Coltsgate Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth