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Matthew A Mcgrath

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL

CRD 2983504

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Employer firm

Evensky & Katz/Foldes Wealth Management CRD 109698

$3.21B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Evensky & Katz/Foldes Wealth Management

4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2002-04-22
  • FL RA
    APPROVED
    Since 2002-04-22

Branch Locations

4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evensky & Katz/Foldes Financial Coral Gables FL 07/2014 Present
  • 07/2014 → Present
    Evensky & Katz/Foldes Financial
    Coral Gables, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-24
  • S65 Uniform Investment Adviser Law Examination
    1997-11-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

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