Best Investors Account Sign in
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 2017-08-03
  • FL RA
    APPROVED
    Since 2017-08-03

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evensky & Katz/Foldes Financial Wealth Management Coral Gables FL 01/2016 08/2017
Evensky & Katz/Foldes Financial Wealth Management Coral Gables FL 08/2017 02/2020
Evensky & Katz/Foldes Financial Wealth Management Coral Gables FL 02/2020 Present
  • 01/2016 → 08/2017
    Evensky & Katz/Foldes Financial Wealth Management
    Coral Gables, FL
  • 08/2017 → 02/2020
    Evensky & Katz/Foldes Financial Wealth Management
    Coral Gables, FL
  • 02/2020 → Present
    Evensky & Katz/Foldes Financial Wealth Management
    Coral Gables, FL
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Coral Gables, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor