Alexander Urpi, financial advisor Charlottesville VA

Alexander Urpi

CRD Number: 6196798
Current Firm: Emergent Financial Services, LLC

Alexander Urpi (CRD# 6196798) is an Investment Advisor Representative working at Emergent Financial Services, LLC in Charlottesville, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bell Tower Associates, LLC Charlottesville, VA May 2014 - Current 7
Cypress Asset Management Charlottesville, VA Jun 2013 - Mar 2015 1
College Charlottesville, VA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Alexander X. Urpi
Phone Number: 434-260-1690
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,092
    MILLIONS
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $18,825,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

NY, VA

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