Steven FoldesCRD Number: 2257102
Current Firm: Evensky & Katz/foldes Financial Wealth Management
Steven Foldes (CRD# 2257102) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 26 years of experience in the finance industry. Steven Foldes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Evensky & Katz LLC||Coral Gables, FL||Jul 2014 - Current||8|
|Foldes Financial Management, LLC||Miami, FL||Nov 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 1995|
Total Assets Under Management2,741MILLIONS
Total Number of Accounts4,812ACCOUNTS
Average Account Value$569,714
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
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