BUNDY GROUP SECURITIES, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 311375
- Registered since
- March 19, 2021
- Website
- bundygroup.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6Andrew Ezzat
AssociateCRD 7252288
DEBRA DEGENSHEIN
Administrative PrincipalCRD 2923781
WILLIAM BUNDY
Managing DirectorCRD 5191244
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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