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Thomas Martin Nilsson

Investment adviser representative at Epic Advisory Services Corp
13 yearsExperience
2 statesRegistered in
$134.3MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Latin Securities IncAug 2026 to now
  2. Epic Advisory Services CorpFeb 2015 to now
  3. Epic Capital Securities, Inc.Jan 2013 to now

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 2 states (FL, GA).

Epic Advisory Services Corp

$134.3MAssets managed
179Clients
8Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6157841
Firm CRD
176526
Advisor's SEC record (opens in a new tab)
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