Adviser and broker representative · Epic Advisory Services Corp.
Federico A. Pozzo
CRD 6490838 · Boca Raton, FL
At a glance
Federico A. Pozzo is an investment adviser representative with Epic Advisory Services Corp. in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Federico’s SEC record dates to 2021, about 5 years ago. Federico is also registered as a broker representative.
Current advisory firm
- Epic Advisory Services Corp.Since June 2021Boca Raton, FL · $134M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Federico’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Epic Advisory Services Corp.
- Pablo M. CairoliBoca Raton
- Christine GonzalezBoca Raton
- Mauricio IbarraBoca Raton
- Thomas M. NilssonBoca Raton
- Lucas M. BreaMiami
- Ezequiel N. RosonBuenos Aires
- Marcelo A. SanchezCiudad Autonoma De Buenos Aires
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