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FIRM PROFILE
Overview
EPIC CAPITAL SECURITIES is located at 1951 Nw 19th Street Suite 203, Boca Raton, FL 33431 and was first established at Florida, Florida in 11/29/2012. After operating for 13 years, EPIC CAPITAL SECURITIES has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of EPIC CAPITAL SECURITIES’s clients are individuals and 0% of their clients are high net worth individuals. EPIC CAPITAL SECURITIES has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at EPIC CAPITAL SECURITIES are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access EPIC CAPITAL SECURITIES‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at EPIC CAPITAL SECURITIES. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for EPIC CAPITAL SECURITIES Comes From
Understanding the Statistics for EPIC CAPITAL SECURITIES and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1951 Nw 19th Street Suite 203, Boca Raton, FL 33431
1951 Nw 19th Street Suite 203, Boca Raton, FL 33431
Small
(561) 829-2173
Florida since 11/29/2012
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at EPIC CAPITAL SECURITIES
Marcelo Alberto Sanchez
Federico Andres Pozzo
Ezequiel Nicolas Roson
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