Best Investors Account Sign in
Inactive

Marcus Carbajal

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL

Claim This Profile
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 2025-08-11
TX RA APPROVED 2025-07-31
  • FL RA
    APPROVED
    Since 2025-08-11
  • TX RA
    APPROVED
    Since 2025-07-31

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 Wealth Management Coral Gables FL 10/2022 07/2025
1St Convenience Bank Lubbock TX 02/2020 05/2022
Texas Tech University Lubbock TX 08/2018 12/2022
Texas Tech Hospitality Services Lubbock TX 08/2018 12/2020
Montwood Highschool El Paso TX 08/2014 08/2018
Evensky & Katz / Foldes Wealth Management Coral Gables FL 07/2025 Present
  • 10/2022 → 07/2025
    Evensky & Katz / Foldes Wealth Management
    Coral Gables, FL
  • 02/2020 → 05/2022
    1St Convenience Bank
    Lubbock, TX
  • 08/2018 → 12/2022
    Texas Tech University
    Lubbock, TX
  • 08/2018 → 12/2020
    Texas Tech Hospitality Services
    Lubbock, TX
  • 08/2014 → 08/2018
    Montwood Highschool
    El Paso, TX
  • 07/2025 → Present
    Evensky & Katz / Foldes Wealth Management
    Coral Gables, FL
Designations

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERANT INVESTMENTS, INC.

Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

More in Coral Gables, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor