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Nicholas Mcgeorge Bundy

Harbour Capital Advisors, LLC

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About Nicholas Mcgeorge Bundy

Nicholas Mcgeorge Bundy is a registered Investment Advisor Representative with Harbour Capital Advisors, LLC. Nicholas has a background in the financial services industry and holds the Series 7, 86, 87, 63 and 66 securities licenses. Nicholas has been in the industry since 2006, previously working for Scott & Stringfellow, Inc. in Vienna, VA. Nicholas has a specialization in Family Office services and focuses on individual and pooled investment vehicle portfolio management for Harbour Capital Advisors, LLC.

Firm Information

Nicholas Bundy is currently registered with Harbour Capital Advisors, LLC. Harbour Capital Advisors, LLC is a registered investment advisor based in Tysons Corner, Virginia. They provide financial planning, portfolio management for individuals and pooled investment vehicles, and family office services. The firm primarily serves high-net-worth individuals and manages approximately $579.7 million in assets.
Harbour Capital Advisors, LLC

1595 SPRING HILL ROAD

TYSONS CORNER, VA 22182

$579.74M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Bundy’s Registration & Firm History

VA

01/14/2022 - Present

Harbour Capital Advisors, LLC (TYSONS CORNER VA)

VA

05/19/2006 - 07/23/2007

SCOTT & STRINGFELLOW, INC. (VIENNA VA)

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Licenses & Designations

IA

Issued 01/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/26/2006

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Mcgeorge Bundy.
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