Xavier
Urpi
Emergent Financial Services, LLC
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About this Advisor
Xavier Urpi is a financial advisor operating out of Charlottesville, Virginia with a total of 5 years of industry experience. Urpi is on the advisory team at Emergent Financial Services, LLC. They have spent all of their employment at Emergent Financial Services, Llc. Urpi maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Virginia. Emergent Financial Services, LLC is a firm based in Charlottesville, VA. It oversees $1 billion in assets under management between its 134 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 134 client accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically depend on which service is provided. However, fees billed by Emergent Financial Services, LLC may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Emergent Financial Services, LLC Brokerage Details
$1,105,901,000
5
134
$8,252,993
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Xavier Urpi Work History
Xavier has been registered as a financial advisor for 5 years.*
Cutler Investment Counsel
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Xavier Urpi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Emergent Financial Services, LLC
Charlottesville, VA
Charlottesville, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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