Martin John Nodilo

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 07/2019
  Pathlight Investors, Llc
  Phoenix, AZ
• 07/2019 → Present
  Ep Wealth Advisors
  Torrance, CA

Previous Registrations

• 2009-12-01 → 2019-07-10
  Pathlight Investors, Llc
  Phoenix, AZ
• 2006-09-12 → 2009-12-02
  Ubs Financial Services Inc.
  Phoenix, AZ
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-24
• S63 Uniform Securities Agent State Law Examination
  1999-10-27

Other Names

• M J Nodilo