Investment adviser representative · Evensky & Katz/Foldes Wealth Management
Roxanne L. Alexander
CRD 4784719 · Coral Gables, FL
At a glance
Roxanne L. Alexander is an investment adviser representative with Evensky & Katz/Foldes Wealth Management in Coral Gables, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roxanne’s SEC record dates to 2004, about 22 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Evensky & Katz/Foldes Wealth ManagementSince June 2014Coral Gables, FL · $3.2B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Roxanne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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