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Ellen Elizabeth Spong

ATLANTIC UNION MUNICIPAL ADVISORS, INC·GLEN ALLEN, Virginia
Series 65Clean record3 years registeredATLANTIC UNION MUNICIPAL ADVISORS, INC
4300 COX ROAD, GLEN ALLEN, VA 23060CRD# 7657793Firm CRD# 329425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ellen Elizabeth Spong · GLEN ALLEN, VA
Registration
CRD #7657793 · ATLANTIC UNION MUNICIPAL ADVISORS, INC · 3 years registered
Brand Profile
Not yet started
01

Career History

ATLANTIC UNION MUNICIPAL ADVISORS, INC
Mar 2024 – present
BLUE EDGE CAPITAL, LLC
Mar 2023 – Mar 2024
RICHMOND, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 1, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ATLANTIC UNION MUNICIPAL ADVISORS, INC
CRD 329425 · SEC 801-129419
AUM
$195M
Regulatory assets under management
Employees
4
9 client accounts
Services offered by ATLANTIC UNION MUNICIPAL ADVISORS, INC
Per Form ADV
Selection of other advisers
View all advisors at ATLANTIC UNION MUNICIPAL ADVISORS, INC →
Introduction

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05

Frequently Asked Questions

What services does Ellen Elizabeth Spong offer?
Ellen Elizabeth Spong specializes in Wealth Management. Contact their office in GLEN ALLEN, Virginia for a consultation.
What are Ellen Elizabeth Spong's credentials?
Ellen Elizabeth Spong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ellen Elizabeth Spong located?
Ellen Elizabeth Spong is based in GLEN ALLEN, Virginia, working with ATLANTIC UNION MUNICIPAL ADVISORS, INC. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.
How does Ellen Elizabeth Spong charge for services?
Ellen Elizabeth Spong's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLANTIC UNION MUNICIPAL ADVISORS, INC?
ATLANTIC UNION MUNICIPAL ADVISORS, INC has approximately 4 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ATLANTIC UNION MUNICIPAL ADVISORS, INC

John Foster Ockerman
GLEN ALLEN, VA
Mitchell Paul York
GLEN ALLEN, VA
CFA

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