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Nicholas Mcgeorge Bundy

Harbour Capital Advisors, LLC

Tysons Corner, VA

CRD 5142302

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Employer firm

Harbour Capital Advisors, LLC CRD 157266

$701M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Harbour Capital Advisors, Llc

1595 Spring Hill Road Suite 305, Tysons Corner, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-14
  • VA RA
    APPROVED
    Since 2022-01-14

Branch Locations

1595 Spring Hill Road Suite 305, Tysons Corner, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New Century Advisors Chevy Chase MD 03/2009 10/2021
Harbour Capital Advisors, Llc Tysons Corner VA 11/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-14
S66 Uniform Combined State Law Examination 2007-08-29
S63 Uniform Securities Agent State Law Examination 2006-08-16
  • S65 Uniform Investment Adviser Law Examination
    2022-01-14
  • S66 Uniform Combined State Law Examination
    2007-08-29
  • S63 Uniform Securities Agent State Law Examination
    2006-08-16

View on SEC IAPD

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