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Evensky & Katz/Foldes Wealth Management financial advisors in Coral Gables, FL
Every SEC-registered investment adviser representative at a Evensky & Katz/Foldes Wealth Management office in Coral Gables, A to Z.
The short answer
19 registered advisors work at Evensky & Katz/Foldes Wealth Management in Coral Gables, out of 20 at the firm nationwide; it ranks number 10 in the city by advisors. 19 list the CFP designation and 0 are also registered broker representatives.
Evensky & Katz/Foldes Wealth Management advisors in Coral Gables, A to Z
Every Evensky & Katz/Foldes Wealth Management advisor →- Roxanne L. AlexanderCertified Financial Planner
- Michael R. AntczakCertified Financial Planner
- Anne E. BednarzCertified Financial Planner
- Marcus CarbajalCertified Financial Planner
- Asher B. CarrellCertified Financial Planner
- Steven M. FoldesCertified Financial Planner
- Taylor M. GangCertified Financial Planner
- David L. GarciaCertified Financial Planner
- Michael D. HoeflingerCertified Financial Planner
- Brett D. HorowitzCertified Financial Planner
- Lane M. JonesCertified Financial Planner, Chartered Financial Analyst
- Deana L. KellyCertified Financial Planner
- Flavio G. LandivarCertified Financial Planner
- Matthew A. McGrathCertified Financial Planner
- Joshua D. MungavinCertified Financial Planner
- Alejandro J. RuizCertified Financial Planner
- Marcos A. SegreraCertified Financial Planner
- Katherine Sojo-TrujilloCertified Financial Planner
- Joseph M. TribuianiCertified Financial Planner
Evensky & Katz/Foldes Wealth Management advisors in every city and state →Evensky & Katz/Foldes Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Evensky & Katz/Foldes Wealth Management advisors in other cities
Other firms in Coral Gables
All Coral Gables advisors →UBS Financial Services Inc. 115Morgan Stanley 103Raymond James & Associates, Inc. 80Merrill Lynch, Pierce, Fenner & Smith Incorporated 74Wells Fargo Clearing Services, LLC 56Oppenheimer & Co. Inc. 35Bradesco Global Advisors 23Snowden Capital Advisors LLC 21Amerant Investments, Inc. 19We Family Offices 19Stifel, Nicolaus & Company, Incorporated 17Charles Schwab & Co., Inc. 15
Questions
How many financial advisors does Evensky & Katz/Foldes Wealth Management have in Coral Gables?
19 investment adviser representatives are registered at Evensky & Katz/Foldes Wealth Management offices in Coral Gables, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 19 list the CFP designation and 0 are also registered as broker representatives.
Is Evensky & Katz/Foldes Wealth Management one of the largest advisor employers in Coral Gables?
Evensky & Katz/Foldes Wealth Management ranks number 10 in Coral Gables by registered advisors; UBS Financial Services Inc. has the most, with 115.
How do I check a Evensky & Katz/Foldes Wealth Management advisor in Coral Gables?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.