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Researcher/nonmanaging Partner · Emergent Financial Services, LLC.

Nickolas X. Urpi

CRD 6785775 · Named on Form ADV at one SEC-registered adviser

At a glance

Emergent Financial Services, LLC., an SEC-registered asset manager based in Charlottesville, VA with $195 million in regulatory assets, lists Nickolas X. Urpi on its Form ADV as Researcher/nonmanaging Partner.

Firms and roles

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Nickolas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nickolas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.