Epic Capital Securities

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
36
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
166756
Registered since
August 19, 2014

Firm profile

FINTRX

Overview

Epic Capital Securities is organized as a corporation and is listed as having registered with the SEC in 2014. Ownership is recorded as a mix of a domestic entity and an individual. The firm is classified as unclassified in the snapshot data and is not identified as a capital allocator, nor as an active ESG investor. It is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the available records. Publicly reported details about the firm’s advisory services, fee schedule, client segments and specific business activities are limited in the source dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Pablo Cairoli

    CEOCRD 4024225

  • Thomas Nilsson

    Thomas Nilsson

    President, CEO and CCOCRD 6157841

Contacts

3 of 34
  • Adolfo Bullrich

    Registered RepresentativeCRD 735939

  • Robert Gilman

    FinOpCRD 1738412

  • Juan Ferroni

    Financial AdvisorCRD 4252709

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1951 Nw 19th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth