EPIC ADVISORY SERVICES CORP
CRD #176526 SEC #801-129637 BOCA RATON, FL 561-829-2173
SEC Registered
Total AUM
$121.1M
Discretionary
$4.6M
Employees
24
Clients
0
Accounts
177
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NILSSON, THOMAS, MARTIN | I | CCO | NA | |
| NILSSON, THOMAS, MARTIN | I | CCO | NA | |
| NILSSON, THOMAS, MARTIN | I | CCO | NA | |
| NILSSON, THOMAS, MARTIN | I | CCO | NA | |
| NILSSON, THOMAS, MARTIN | I | CCO | NA | |
| NILSSON, THOMAS, MARTIN | I | CCO | NA | |
| NILSSON, THOMAS, MARTIN | I | CCO | NA | |
| NILSSON, THOMAS, MARTIN | I | CCO | NA | |
| NILSSON, THOMAS, MARTIN | I | CCO | NA | |
| NILSSON, THOMAS, MARTIN | I | CCO | NA | |
| NILSSON, THOMAS, MARTIN | I | PRESIDENT, CCO | NA | |
| T@W TECHNOLOGY AT WORK HOLDINGS INC | FE | OWNER | E | Control |
| T@W TECHNOLOGY AT WORK HOLDINGS INC | FE | OWNER | E | Control |
| T@W TECHNOLOGY AT WORK HOLDINGS INC | FE | OWNER | E | Control |
| T@W TECHNOLOGY AT WORK HOLDINGS INC | FE | OWNER | E | Control |
| TECHNOLOGY AT WORK | FE | OWNER | E | Control |
| TECHNOLOGY AT WORK | FE | OWNER | E | Control |
| TECHNOLOGY AT WORK | FE | OWNER | E | Control |
| TECHNOLOGY AT WORK | FE | OWNER | E | Control |
| TECHNOLOGY AT WORK | FE | OWNER | E | Control |
| CAIROLI, PABLO, MANUEL | I | CEO | C | Control |
| CAIROLI, PABLO, MANUEL | I | CEO | C | Control |
| CAIROLI, PABLO, MANUEL | I | CEO | C | Control |
| CAIROLI, PABLO, MANUEL | I | CEO | C | Control |
| CAIROLI, PABLO, MANUEL | I | CEO | C | Control |
| CAIROLI, PABLO, MANUEL | I | CEO | C | Control |
| CAIROLI, PABLO, MANUEL | I | CEO | C | Control |
| CAIROLI, PABLO, MANUEL | I | CEO | C | Control |
| CAIROLI, PABLO, MANUEL | I | CEO | C | Control |
| CAIROLI, PABLO, MANUEL | I | CEO | C | Control |
| CAIROLI, PABLO, MANUEL | I | CEO | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TECHNOLOGY AT WORK | FE | EPIC ADVISORY SERVICES CORP | E | Control |
| TECHNOLOGY AT WORK | FE | EPIC ADVISORY SERVICES CORP | E | Control |
| CAIROLI DE RAMIREZ ROJAS, GRACIELA, INES | I | TECHNOLOGY AT WORK | D | Control |
| CAIROLI DE RAMIREZ ROJAS, GRACIELA, INES | I | TECHNOLOGY AT WORK | D | Control |
| CAIROLI DE RAMIREZ ROJAS, GRACIELA, INES | I | T@W TECHNOLOGY AT WORK HOLDINGS INC | D | Control |
| CAIROLI DE RAMIREZ ROJAS, GRACIELA, INES | I | T@W TECHNOLOGY AT WORK HOLDINGS INC | D | Control |
| CAIROLI DE RAMIREZ ROJAS, GRACIELA, INES | I | T@W TECHNOLOGY AT WORK HOLDINGS INC | D | Control |
| CAIROLI, PABLO, MANUEL | I | TECHNOLOGY AT WORK | D | Control |
| CAIROLI, PABLO, MANUEL | I | TECHNOLOGY AT WORK | D | Control |
| CAIROLI, PABLO, MANUEL | I | T@W TECHNOLOGY AT WORK HOLDINGS INC | D | Control |
| CAIROLI, PABLO, MANUEL | I | T@W TECHNOLOGY AT WORK HOLDINGS INC | D | Control |
| CAIROLI, PABLO, MANUEL | I | T@W TECHNOLOGY AT WORK HOLDINGS INC | D | Control |
| MORTEO DE CAIROLI, EMILIA, HAYDEE | I | TECHNOLOGY AT WORK | D | Control |
| MORTEO DE CAIROLI, EMILIA, HAYDEE | I | TECHNOLOGY AT WORK | D | Control |
| MORTEO DE CAIROLI, EMILIA, HAYDEE | I | TECHNOLOGY AT WORK | D | Control |
| CAIROLI DE RAMIREZ ROJAS, GRACIELA, INES | I | TECHNOLOGY AT WORK | C | Control |
| CAIROLI DE RAMIREZ ROJAS, GRACIELA, INES | I | TECHNOLOGY AT WORK | C | Control |
| CAIROLI DE RAMIREZ ROJAS, GRACIELA, INES | I | TECHNOLOGY AT WORK | C | Control |
| CAIROLI, PABLO, MANUEL | I | TECHNOLOGY AT WORK | C | Control |
| CAIROLI, PABLO, MANUEL | I | TECHNOLOGY AT WORK | C | Control |
| CAIROLI, PABLO, MANUEL | I | TECHNOLOGY AT WORK | C | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
FL GA
Address
1951 NW 19TH STREETSUITE 203
BOCA RATON, FL 33431
United States
Phone: 561-829-2173