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Evensky & Katz/Foldes Wealth Management financial advisors in Florida
Every SEC-registered investment adviser representative at a Evensky & Katz/Foldes Wealth Management office in Florida, by city and A to Z.
The short answer
19 registered advisors work at Evensky & Katz/Foldes Wealth Management in Florida, out of 20 nationwide; it's the firm's number 1 state by advisors, and the most are in Coral Gables (19). 19 list the CFP designation and 0 are also registered broker representatives.
Evensky & Katz/Foldes Wealth Management advisors by city in Florida
Every firm in Florida →Evensky & Katz/Foldes Wealth Management advisors in Florida, A to Z
Search by name →- Roxanne L. AlexanderCoral Gables · Certified Financial Planner
- Michael R. AntczakCoral Gables · Certified Financial Planner
- Anne E. BednarzCoral Gables · Certified Financial Planner
- Marcus CarbajalCoral Gables · Certified Financial Planner
- Asher B. CarrellCoral Gables · Certified Financial Planner
- Steven M. FoldesCoral Gables · Certified Financial Planner
- Taylor M. GangCoral Gables · Certified Financial Planner
- David L. GarciaCoral Gables · Certified Financial Planner
- Michael D. HoeflingerCoral Gables · Certified Financial Planner
- Brett D. HorowitzCoral Gables · Certified Financial Planner
- Lane M. JonesCoral Gables · Certified Financial Planner, Chartered Financial Analyst
- Deana L. KellyCoral Gables · Certified Financial Planner
- Flavio G. LandivarCoral Gables · Certified Financial Planner
- Matthew A. McGrathCoral Gables · Certified Financial Planner
- Joshua D. MungavinCoral Gables · Certified Financial Planner
- Alejandro J. RuizCoral Gables · Certified Financial Planner
- Marcos A. SegreraCoral Gables · Certified Financial Planner
- Katherine Sojo-TrujilloCoral Gables · Certified Financial Planner
- Joseph M. TribuianiCoral Gables · Certified Financial Planner
Evensky & Katz/Foldes Wealth Management advisors in every state →Evensky & Katz/Foldes Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Evensky & Katz/Foldes Wealth Management financial advisors are in Florida?
19 investment adviser representatives are registered at Evensky & Katz/Foldes Wealth Management offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 20 at the firm nationwide. 19 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Evensky & Katz/Foldes Wealth Management have the most advisors?
Coral Gables, with 19. Evensky & Katz/Foldes Wealth Management has advisors in 1 city in Florida.
How do I check a Evensky & Katz/Foldes Wealth Management advisor in Florida?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Evensky & Katz/Foldes Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.