Epic Advisory Services Corp

Epic Advisory Services Corp (CRD# 176526) is a financial advisory firm headquartered in Boca Raton, FL. They manage $105,843,441 in 161 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1951 Nw 19th Street, Suite 203, Boca Raton, FL 33431
http://www.epiccapitalfl.com
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $657,413
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Epic Advisory Services Corp
Showing 1 - 7 of 7 top financial advisors.
1
Pablo Cairoli, financial advisor Boca Raton FL
Pablo M. Cairoli
CRD#: 4024225
1951 Nw 19th Street, Suite 203, Boca Raton, FL 33431

Pablo Cairoli (CRD# 4024225) is an Investment Advisor Representative working at Epic Advisory Services Corp in Boca Raton, FL and has over 8 years of experience in the finance industry.

2
Thomas Nilsson, financial advisor Boca Raton FL
Thomas M. Nilsson
CRD#: 6157841
1951 Nw 19th Street, Suite 203, Boca Raton, FL 33431

Thomas Nilsson (CRD# 6157841) is an Investment Advisor Representative working at Epic Advisory Services Corp in Boca Raton, FL and has over 8 years of experience in the finance industry.

3
Lucas Brea, financial advisor Boca Raton FL
Lucas M. Brea
CRD#: 6610365
1951 Nw 19th Street, Suite 203, Boca Raton, FL 33431

Lucas Brea (CRD# 6610365) 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.

4
Mauricio Ibarra, financial advisor Boca Raton FL
Mauricio Ibarra
CRD#: 6656029
1951 Nw 19th Street, Suite 203, Boca Raton, FL 33431

Mauricio Ibarra (CRD# 6656029) is an Investment Advisor Representative working at Epic Advisory Services Corp in Boca Raton, FL and has over 3 years of experience in the finance industry.

5
Federico Pozzo, financial advisor Buenos Aires
Federico A. Pozzo
CRD#: 6490838
Buenos Aires,

Federico Pozzo (CRD# 6490838) is an Investment Advisor Representative working at Epic Advisory Services Corp in Buenos Aires, and has over 2 years of experience in the finance industry.

6
Ezequiel Roson, financial advisor Buenos Aires
Ezequiel N. Roson
CRD#: 7479509
Buenos Aires,

Ezequiel Roson (CRD# 7479509) is an Investment Advisor Representative working at Epic Advisory Services Corp in Buenos Aires, and has 1 year of experience in the finance industry.

7
Marcelo Sanchez, financial advisor Hingham MA
Marcelo A. Sanchez
CRD#: 4426108
Hingham, MA

Marcelo Sanchez (CRD# 4426108) is an Investment Advisor Representative working at Epic Advisory Services Corp in Hingham, MA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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