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Federico Andres Pozzo

Investment adviser representative at Epic Advisory Services Corp
11 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

11 years in the industry.

  1. Epic Advisory Services CorpJun 2021 to now
  2. Epic Capital SecuritiesJun 2015 to now
  3. Asset Managers S.A.Apr 2015 to now

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
6490838
Firm CRD
176526
Advisor's SEC record (opens in a new tab)
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