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 has been SEC-registered since 2014. The firm is listed as an unclassified entity with owner type described as a domestic entity and individual. Available records indicate it does not operate as a multi-state adviser and is not identified as a capital allocator or a pension consultant. Regulatory and classification fields are sparse: there are no public details about the firm's advisory or business activities, client segments, or fee structures in the source data. The firm is also marked as not being an active ESG investor.

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

Unlock 31 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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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