Andrew Douglas Davis
Investment adviser representative at Atlantic Union Municipal Advisors, Inc
20 yearsExperience
1 stateRegistered in
CFADesignation
$134.3MFirm assets
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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
20 years in the industry.
- Atlantic Union Municipal Advisors, Inc.Feb 2026 to now
- Atlantic Union BankFeb 2026 to now
- Smith, Salley & Associates, LLCMar 2006 to Feb 2026
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 3039426
- Firm CRD
- 329425