Advisor at Epic Advisory Services Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Epic Advisory Services Corp
Location
Boca Raton, FL 33431
Credentials
Series 66
Industry experience
9 years
Mauricio Ibarra is a financial advisor with Epic Advisory Services Corp, holding a Series 66 credential and nine years of industry experience. He has worked at Epic Capital Securities since 2017 and previously held roles at BB&T Securities and Schneider Capital. Outside of his advisory work, he is a coach for Boca United, a youth soccer organization. Epic Advisory Services Corp provides asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary portfolios, as well as sub-advisory arrangements. The firm combines third-party macroeconomic research with internal due diligence to manage allocations across various asset classes and employs strategies that include hedging, leverage, and borrowing.
Based on Epic Advisory Services Corp
Based on Epic Advisory Services Corp
Up to $9,999,999 - $9,999,999: 1.50% annually $10,000,000 - $24,999,999: 1.00% annually $25,000,000 - $49,999,999: 0.85% annually $50,000,000+: 0.75% annually
Adviser’s supervised persons who are registered representatives of affiliated broker-dealer receive commissions from sale of securities and investment products separately from advisory fees.
Performance fees individually negotiated, generally between 5% to 20% annually in arrears subject to High Water Mark provisions.
Account minimum: $50,000
1951 Nw 19 Th Street, Suite 203
Boca Raton, FL 33431
Florida
Epic Capital Securities
2017 - Present (9 years)
BB&T Securities
2016 - 2017 (1 year)
Schneider Capital
2002 - 2016 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Boca Raton, FL
Advise Financial
With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
CFP®, Series 66
Highland Beach, FL
Grow Planning, LLC
Series 65
Boynton Beach, FL
Leslie Gale Advisors, LLC
Series 63, Series 65
Boca Raton, FL
Ideas in Finance
CFP®, Series 63, Series 65
Coral Springs, FL
Profitable Financial Strategies
Series 63, Series 66
Boca Raton, FL
Sikes Financial Services, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")