Taylor Milton Gang

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:

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

Current Employers

Employment History

• 07/2014 → Present
  Evensky & Katz/Foldes Financial
  Coral Gables, FL

Previous Registrations

• 2007-03-16 → 2007-08-16
  Brightscape Investment Centers
  Miami, FL

Other Businesses

1) Gang Family Cellars, LLC, located at 2654 Napa Valley Corporate Drive, Napa, CA 94558. This business is not investment related. The business is a winery, wine production, import and sales. I am the managing member, proprietor, and winemaker. Started in 03/2024. I devote approximately 40 hours per month on the business. My duties include owner, winemaking, sales and marketing. Not yet profitable, so no compensation currently. 2) Make-A-Wish Southern Florida, Inc located at 343 NW 6th Street, Miami, FL 33131. This is a non-profit, but I am a board member, as well as a member of the finance, investment, and executive committees. I devote approximately 20 hours per month on this OBA. My duties include board governance, fundraising, and wish granting. 3) Fang Family Cellars, LLC located at 2901 SW 5th Avenue, Miami, FL 33129. This business is not investment related. The business provides consulting and sommelier services. I am the managing member and owner. Started in 01/2020. I devote approximately 20 hours per month on the business. My duties include consulting, cellar management & organization, and sommelier services. Estimated income is approximately $20k per year.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-12

Designations

• Certified Financial Planner

Other Names

• Taylor Milton Gang