Mauricio Ibarra
Investment adviser representative at Epic Advisory Services Corp
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Epic Advisory Services CorpFeb 2021 to now
- Epic Capital SecuritiesJun 2017 to now
- Bb&t SecuritiesMay 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6656029
- Firm CRD
- 176526