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Michael Xavier Urpi

EMERGENT FINANCIAL SERVICES, LLC.·CHARLOTTESVILLE, Virginia
Series 65Clean recordEMERGENT FINANCIAL SERVICES, LLC.
310 OLD IVY WAY STE 302, CHARLOTTESVILLE, VA 22903CRD# 6811132Firm CRD# 288434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Xavier Urpi · CHARLOTTESVILLE, VA
Registration
CRD #6811132 · EMERGENT FINANCIAL SERVICES, LLC.
Brand Profile
Not yet started
01

Career History

EMERGENT FINANCIAL SERVICES, LLC.
Mar 2026 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 23, 2026
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EMERGENT FINANCIAL SERVICES, LLC.
CRD 288434 · SEC 801-114160
AUM
$1.1B
Regulatory assets under management
Employees
5
167 client accounts
Services offered by EMERGENT FINANCIAL SERVICES, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EMERGENT FINANCIAL SERVICES, LLC. →
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05

Frequently Asked Questions

What services does Michael Xavier Urpi offer?
Michael Xavier Urpi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Michael Xavier Urpi's credentials?
Michael Xavier Urpi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Xavier Urpi located?
Michael Xavier Urpi is based in CHARLOTTESVILLE, Virginia, working with EMERGENT FINANCIAL SERVICES, LLC.. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Michael Xavier Urpi charge for services?
Michael Xavier Urpi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMERGENT FINANCIAL SERVICES, LLC.?
EMERGENT FINANCIAL SERVICES, LLC. has approximately 5 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EMERGENT FINANCIAL SERVICES, LLC.

Alexander Xavier Urpi
CHARLOTTESVILLE, VA
Xavier Jose Urpi
CHARLOTTESVILLE, VA

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