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Steven Michael Foldes

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL

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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 2014-11-04
TX RA APPROVED 2014-07-14
  • FL RA
    APPROVED
    Since 2014-11-04
  • TX RA
    APPROVED
    Since 2014-07-14

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
Foldes Financial Management, Llc Miami FL 11/2008 Present
Evensky & Katz Llc Coral Gables FL 07/2014 Present
  • 11/2008 → Present
    Foldes Financial Management, Llc
    Miami, FL
  • 07/2014 → Present
    Evensky & Katz Llc
    Coral Gables, FL
Previous Registrations
  • 2009-01-20 → 2014-12-18
    Foldes Financial Management
    Miami, FL
  • 2002-04-30 → 2008-12-26
    Foldes Financial Management, Inc.
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-20
  • S65 Uniform Investment Adviser Law Examination
    1995-09-20
Designations

View on SEC IAPD

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CHRISTOPHER JOHN BRUCE
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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

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