Bundy Group Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
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 under individual ownership and is classified as an investment bank and placement agent. The firm's profile emphasizes intermediary activity—raising or placing capital on behalf of issuers—rather than serving as a capital allocator; the snapshot data flags "Capital Allocator: No." Available indicators show the firm is not identified as an active ESG investor, is not set up as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm also does not appear to be newly formed. The organization has not provided public detail about its specific business activities, advisory services, or client base in the source material.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Debra Degenshein

    Administrative PrincipalCRD 2923781

  • William Bundy

    William Bundy

    Managing DirectorCRD 5191244

  • James Mullens

    James Mullens

    Managing DirectorCRD 5941142

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth