AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AB

Adolfo J. Bullrich

EPIC CAPITAL SECURITIES
Boca Raton, FL 33431
Some features on this profile are disabled
CRD#: 735939
AB

Professional summary

Adolfo Jose Bullrich is a registered financial professional currently at EPIC CAPITAL SECURITIES located in Boca Raton, Florida.

Adolfo is registered as a RR (Registered Representative) and started their career in finance in 1981. Adolfo has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Adolfo Jose Bullrich's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 4, 2021 - Present

EPIC CAPITAL SECURITIES

Office #1: 1951 Nw 19th Street Suite 203, Boca Raton, FL 33431
BD
CRD#: 166756
Boca Raton, FL
Past

January 26, 2017 - May 10, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MIAMI, FL
Past

May 7, 2012 - July 30, 2016

MORGAN STANLEY

BD
CRD#: 149777
MIAMI, FL
Past

July 18, 1996 - April 12, 2005

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

April 2, 1993 - July 24, 1996

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

May 15, 1986 - April 20, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 22, 1981 - August 17, 1982

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(5/4/2021)
RR
New Jersey
(5/4/2021)
RR
New York
(5/4/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 6/25/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/6/2012
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

EC
EPIC CAPITAL SECURITIES
EPIC CAPITAL SECURITIES | EPIC CAPITAL SECURITIES CORP

CRD#: 166756 / SEC#: , 8-69229

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1951 Nw 19th Street Suite 203, Boca Raton, FL 33431
Mailing Address
1951 Nw 19th Street Suite 203, Boca Raton, FL 33431
Phone number
(561) 829-2173
Established
Florida since 11/29/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
T@W TECHNOLOGY AT WORK HOLDINGS INC.OWNER
CAIROLI, PABLO MANUELCEO4024225
GILMAN, ROBERT CRAIGCFO/FINOP/PFO/POO1738412
NILSSON, THOMAS MARTINPRESIDENT6157841
NILSSON, THOMAS MARTINCCO/ COO6157841

Disclosures

Regulatory Event1

Red Flags

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.

Company Information

EPIC CAPITAL SECURITIES

CRD#: 166756Boca Raton, FL 33431

TRUST BUT VERIFY

Monitor Adolfo Bullrich

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Charles Andrew Fischer
Charles FischerAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
PR
ST. PETERSBURG, FL
JF
John FrickerAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Ft. Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.