Mitchell Paul York
Investment adviser representative at Atlantic Union Municipal Advisors, Inc
13 yearsExperience
1 stateRegistered in
CFADesignation
$134.3MFirm assets
Are you Mitchell Paul York? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Atlantic Union Municipal Advisors, IncFeb 2024 to now
- Atlantic Union BankOct 2022 to now
- Concord Wealth PartnersOct 2020 to Oct 2022
- UnemployedFeb 2020 to Oct 2020
- Financial Engines Advisors L.L.C.Nov 2018 to Jan 2020
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services LLCMay 2013 to Nov 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (VA).
Atlantic Union Municipal Advisors, Inc
$134.3MAssets managed
0Clients
4Advisers
2 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
- 2836105
- Firm CRD
- 329425