Role at EP Wealth Advisors
- Title on Schedule A
- Chief Compliance Officer
- Control
- Mario Chilin is a control person of EP Wealth Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Mario Chilin has held the filed role since March 2016.
The firm
Form ADV filed 17 September 2026
Career on record
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Registrations and exams
Individual registration and examination information for Mario Chilin is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Mario Chilin
- CRD
- 6058689
- Record basis
- Form ADV officer listing
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Mario Chilin work?
Mario Chilin has been Chief Compliance Officer of EP Wealth Advisors, LLC. since March 2016, and is a control person of the firm.
Leadership at EP Wealth Advisors
- Ryan ParkerChief Executive Officer
- Robert WilsonInterim Chief Financial Officer
- Jorge BernalChief Operating Officer
- Alan BerkshireChief Administrative Officer & General Counsel
- Derek HolmanManaging Director
- Brian ParkerManaging Director
- Adam PhillipsManaging Director Investments