Mitchell
York
Atlantic Union Municipal Advisors, Inc
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About this Advisor
Mitchell York is a financial advisor based in Glen Allen, Virginia, working with Atlantic Union Municipal Advisors, Inc. Mitchell has previously held positions at Atlantic Union Bank, Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC, Financial Engines Advisors L.L.C, and Concord Wealth Partners. Mitchell has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Mitchell is part of Atlantic Union Municipal Advisors, Inc, which operates out of Glen Allen, Virginia. The firm has 4 employees and manages assets totaling $195.4 million. The services offered by the firm include portfolio management for institutional clients. The fee structure at Atlantic Union Municipal Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Atlantic Union Municipal Advisors, Inc Brokerage Details
$195,417,417
4
9
$21,713,046
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Mitchell York Work History
Atlantic Union Bank
Concord Wealth Partners
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harris Inc
Edelman Financial Services LLC
Disclosures
Please visit the SEC profile of Mitchell York to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atlantic Union Municipal Advisors, Inc
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
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