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Andrew Douglas Davis

Investment Adviser Representative at Atlantic Union Municipal Advisors, Inc

Burlington, NCCRD #3039426Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew Douglas Davis is an investment adviser representative with Atlantic Union Municipal Advisors, Inc in Burlington, NC, where they have been registered since 2026. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Smith Salley Wealth Management and Commerce Capital Management, Inc. They are registered to provide investment advice in North Carolina.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Atlantic Union Municipal Advisors, IncCurrent
5/27/2026 – Burlington, NC
Smith Salley Wealth Management
4/21/2006 – 1/7/2026Greensboro, NC
Commerce Capital Management, Inc.
1/27/2004 – 12/31/2004Memphis, TN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Smith, Salley & Associates, LLC
    Mar 2006 – Feb 2026Greensboro, NC
  2. Atlantic Union BANK
    Feb 2026 – no end date reportedBurlington, NC
  3. Atlantic Union Municipal Advisors, Inc.
    Feb 2026 – no end date reportedBurlington, NC

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Atlantic Union Municipal Advisors, Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Estimated blended rate
0.001

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Burlington, NC

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Douglas Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Andrew Douglas Davis (Atlantic Union Municipal Advisors)