Unclaimed Profile

Mitchell Paul York

ATLANTIC UNION MUNICIPAL ADVISORS, INC·GLEN ALLEN, Virginia

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66CFAClean record26 years registeredATLANTIC UNION MUNICIPAL ADVISORS, INC

4300 COX ROAD, GLEN ALLEN, VA 23060CRD# 2836105Firm CRD# 329425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mitchell Paul York · GLEN ALLEN, VA

Registration

CRD #2836105 · ATLANTIC UNION MUNICIPAL ADVISORS, INC · 26 years registered

Brand Profile

Not yet started

Career History

ATLANTIC UNION MUNICIPAL ADVISORS, INC

Feb 2024 – present

CONCORD ASSET MANAGEMENT, LLC

Jan 2021 – Oct 2022

GLEN ALLEN, VA

CONCORD WEALTH PARTNERS

Nov 2020 – Oct 2022

ABINGDON, VA

FINANCIAL ENGINES ADVISORS L.L.C.

Nov 2018 – Feb 2020

HENRICO, VA

EDELMAN FINANCIAL SERVICES, LLC

Oct 2013 – Nov 2018

HENRICO, VA

WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

Jun 2000 – Aug 2013

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · June 6, 2000

Years registered · 26

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLANTIC UNION MUNICIPAL ADVISORS, INC

CRD 329425 · SEC 801-129419

AUM

$195M

Regulatory assets under management

Employees

9 client accounts

Services offered by ATLANTIC UNION MUNICIPAL ADVISORS, INC

Per Form ADV

Selection of other advisers

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Introduction

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Frequently Asked Questions

What services does Mitchell Paul York offer?

Mitchell Paul York specializes in Wealth Management. Contact their office in GLEN ALLEN, Virginia for a consultation.

What are Mitchell Paul York's credentials?

Mitchell Paul York holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mitchell Paul York located?

Mitchell Paul York 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 Mitchell Paul York charge for services?

Mitchell Paul York'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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