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Flavio Guillermo Landivar

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL

CRD 6361325

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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 2023-04-25
NY RA APPROVED 2022-11-04
TX RA APPROVED 2022-11-04
  • FL RA
    APPROVED
    Since 2023-04-25
  • NY RA
    APPROVED
    Since 2022-11-04
  • TX RA
    APPROVED
    Since 2022-11-04

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
Wells Fargo Advisors, Llc Miami FL 06/2014 11/2016
Wells Fargo Clearing Services, Llc Miami FL 11/2016 11/2017
Raymond James & Associates, Inc. Coral Gables FL 11/2017 10/2022
Evensky & Katz Foldes Wealth Management Coral Gables FL 10/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-23
  • S66 Uniform Combined State Law Examination
    2014-11-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

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