Epic Advisory Services Corp

Epic Advisory Services Corp (CRD# 176526) is a financial advisory firm headquartered in Boca Raton, FL. They manage $8,769,693 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,252,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Epic Advisory Services Corp
Showing 1 - 2 of 2 top financial advisors.
1
Pablo M. Cairoli
CRD#: 4024225
2000 Glades Road, Suite 210, Boca Raton, FL 33431
87
Wealthminder
score

Pablo Cairoli (CRD# 4024225) is an Investment Advisor Representative working at Epic Advisory Services Corp in Boca Raton, FL and has 1 year of experience in the finance industry.

2
Thomas M. Nilsson
CRD#: 6157841
2000 Glades Road, Suite 210, Boca Raton, FL 33431
87
Wealthminder
score

Thomas Nilsson (CRD# 6157841) is an Investment Advisor Representative working at Epic Advisory Services Corp in Boca Raton, FL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.