AdvisorOS Directory
Claim Profile
MU

Michael Xavier Urpi

EMERGENT FINANCIAL SERVICES, LLC.·CHARLOTTESVILLE, Virginia
Unclaimed Profile
310 OLD IVY WAY STE 302, CHARLOTTESVILLE, VA 22903CRD# 6811132Firm CRD# 288434
01

About

Michael Xavier Urpi is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with EMERGENT FINANCIAL SERVICES, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EMERGENT FINANCIAL SERVICES, LLC.
EMERGENT FINANCIAL SERVICES, LLC.
AUM
$1.1B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at EMERGENT FINANCIAL SERVICES, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6811132
Firm CRD# 288434
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTESVILLE?

Browse all registered financial advisors in CHARLOTTESVILLE, Virginia or claim this profile if it's yours.

Browse CHARLOTTESVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHARLOTTESVILLE
Brian Christopher Mcphee Bassett — CASTLE HILL ASSET MANAGEMENT LLCJaime Ward Vieser — CASTLE HILL ASSET MANAGEMENT LLCIan Paterson Brown — CASTLE HILL ASSET MANAGEMENT LLCTimothy Selig Mullen — SWIFT RUN CAPITAL MANAGEMENT, LLCJody Ann Banks — HUNTER LEWIS LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile