Thomas Martin Nilsson
Professional Summary
Thomas Martin Nilsson, who also goes by Thomas Nilsson, is a registered financial advisor currently at EPIC ADVISORY SERVICES CORP located in Boca Raton, Florida and EPIC CAPITAL SECURITIES located in Boca Raton, Florida. Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Thomas has worked at 3 firms and has passed the Series 66, Series 99TO, Series 62, SIE, Series 7, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Thomas Nilsson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
EPIC ADVISORY SERVICES CORP
Contact Information
Main Address
1951 Nw 19th Street Suite 203, Boca Raton, FL 33431Phone Number
(561) 829-2173# of Employees
23SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
179AUM (Assets Under Management)
$134,254,207Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
EPIC ADVISORY SERVICES CORP
State Registrations and Notice Filings
(6/7/2023)
(8/18/2026)
(8/18/2026)
(5/6/2021)
(3/5/2015)
(4/25/2016)
(3/23/2021)
(5/4/2021)
(8/25/2026)
(2/5/2021)
(12/15/2020)
(3/29/2021)
(12/7/2020)
(3/22/2021)
(3/22/2021)
(2/8/2021)
(11/30/2021)
(8/18/2026)
(3/22/2021)
(12/1/2023)
(3/22/2021)
(1/4/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas Martin Nilsson's CRS (Customer Relationship Summary).
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