Nicholas Mcgeorge Bundy
Investment adviser representative at Harbour Capital Advisors, LLC
17 yearsExperience
1 stateRegistered in
$701.1MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Harbour Capital Advisors, LLCNov 2021 to now
- New Century AdvisorsMar 2009 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Harbour Capital Advisors, LLC
$701.1MAssets managed
55Clients
4Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5142302
- Firm CRD
- 157266