Epic Capital Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
35
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 with ownership tied to both domestic entities and individual owners. In FINTRX’s classification it is listed as unclassified, and the firm identifies that it does not function as a capital allocator. The database also indicates Epic Capital Securities is not an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. FINTRX does not supply detail on the firm’s client types, fee structures, business lines, or advisory offerings.

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 33
  • Adolfo Bullrich

    Registered RepresentativeCRD 735939

  • Robert Gilman

    FinOpCRD 1738412

  • Juan Ferroni

    Financial AdvisorCRD 4252709

Unlock 30 more contacts →

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth