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Nickolas Xavier Urpi

EMERGENT FINANCIAL SERVICES, LLC.·CHARLOTTESVILLE, Virginia
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310 OLD IVY WAY STE 302, CHARLOTTESVILLE, VA 22903CRD# 6785775Firm CRD# 288434
01

About

Nickolas 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# 6785775
Firm CRD# 288434
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nickolas Xavier Urpi offer?
Nickolas Xavier Urpi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Nickolas Xavier Urpi's credentials?
Nickolas Xavier Urpi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nickolas Xavier Urpi located?
Nickolas 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 Nickolas Xavier Urpi charge for services?
Nickolas 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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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
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