Steven M. Foldes

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

CORAL GABLES, FL 33146

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CRD#: 2257102

Professional summary

Steven Michael Foldes, CFP® is a registered financial advisor currently at EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT located in Coral Gables, Florida.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Steven has worked at 3 firms and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Foldes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

July 14, 2014 - Present

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

Office #1: 4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146

RIA

CRD#: 109698

CORAL GABLES, FL

Past

January 20, 2009 - December 18, 2014

FOLDES FINANCIAL MANAGEMENT

RIA

CRD#: 147285

MIAMI, FL

Past

April 30, 2002 - December 26, 2008

FOLDES FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 118679

MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

EVENSKY & KATZ, INC. | EVENSKY, BROWN & KATZ | EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | EVENSKY & KATZ, LLC

CRD#: 109698 / SEC#: 801-60104

RIA

Registered Investment Advisory firm - (4/4/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/4/2014)

IAR

Texas
(7/14/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/20/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 6/29/1992

Non-Member General Securities Examination

Current Firm

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

EVENSKY & KATZ, INC. | EVENSKY, BROWN & KATZ | EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | EVENSKY & KATZ, LLC

CRD#: 109698 / SEC#: 801-60104

RIA

Registered Investment Advisory firm - (4/4/2001 Approved)

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Contact information

Main Address

4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146

Mailing Address

Phone number

(305) 448-8882

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVENSKY ADV PART 2 08-2025 (8/12/2025)

Regulatory assets under management

Total Number of Accounts	5,522
AUM (Assets Under Management)	$ 3,134,240,409

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2025	Cover Page	Report
10/28/2024	Cover Page	Report
01/25/2024	Cover Page	Report
10/25/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven M. Foldes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Foldes's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

FOLDES FINANCIAL MANAGEMENT

FOLDES FINANCIAL MANAGEMENT, INC.

Primary Firm SEC Registration

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/20/1995

Series 2

Date: 6/29/1992

Current Firm

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

TRUST BUT VERIFY

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