Unclaimed Profile

Xavier Jose Urpi

EMERGENT FINANCIAL SERVICES, LLC.·CHARLOTTESVILLE, Virginia

Series 7, Series 63, Series 65Clean record29 years registeredEMERGENT FINANCIAL SERVICES, LLC.

310 OLD IVY WAY STE 302, CHARLOTTESVILLE, VA 22903CRD# 1729302Firm CRD# 288434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Xavier Jose Urpi · CHARLOTTESVILLE, VA

Registration

CRD #1729302 · EMERGENT FINANCIAL SERVICES, LLC. · 29 years registered

Brand Profile

Not yet started

Career History

EMERGENT FINANCIAL SERVICES, LLC.

Feb 2018 – present

CUTLER INVESTMENT COUNSEL, LLC

Jan 2013 – Jan 2018

CHARLOTTESVILLE, VA

CYPRESS ASSET MANAGEMENT

Oct 1996 – Dec 2012

CARMEL, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 1, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMERGENT FINANCIAL SERVICES, LLC.

CRD 288434 · SEC 801-114160

AUM

$1.1B

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Xavier Jose Urpi offer?

Xavier Jose Urpi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Xavier Jose Urpi's credentials?

Xavier Jose Urpi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Xavier Jose Urpi located?

Xavier Jose 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 Xavier Jose Urpi charge for services?

Xavier Jose 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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