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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Debra Degenshein
Administrative PrincipalCRD 2923781

William Bundy
Managing DirectorCRD 5191244

James Mullens
Managing DirectorCRD 5941142
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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