TG
Taylor M. Gang
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
Coral Gables, FL 33146
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CRD#: 4902806
TG
Professional summary
Taylor Milton Gang MR., AIF®, CFP®, who also goes by Taylor Milton Gang, is a registered financial advisor currently at EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT located in Coral Gables, Florida.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Taylor has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Taylor Milton Gang
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.
NORTHSTAR SERVICES LLC
NOT INVESTMENT RELATED
13220 SW 63RD AVENUE, MIAMI, FL 33156
NATURE: STRATEGIC CASE MANAGEMENT
CEO, OWNER
START DATE: MAY 29, 2006
APPROX HRS/MONTH: 2
APPROX HRS/MONTH DURING TRADING HOURS: 0
DUTIES: HANDLE FINANCIAL AND TAX MATTERS OF THE BUSINESS.
ADAM & CHRISTOPHER GANG EDUCATION TRUST
INVESTMENT RELATED
13220 SW 63RD AVENUE, MIAMI, FL 33156
NATURE: TRUST F/B/O MINOR CHILDREN
CO-TRUSTEE
START DATE: JULY 30, 2007
APPROX HRS/MONTH: 2
APPROX HRS/MONTH DURING TRADING HOURS: 0
DUTIES: SERVE AS CO-TRUSTEE OF A TRUST. HANDLE TAX FILINGS. MANAGE INVESTMENT FUNDS.
TAYLOR M. GANG
NOT INVESTMENT RELATED
13220 SW 63RD AVENUE, MIAMI, FL 33156
CONSULTING
CHIEF EXECUTIVE MANAGER, OWNER
START DATE: MAY 26, 2005
APPROX HRS/MONTH: 1
APPROX HRS/MONTH DURING TRADING HOURS: 0
DUTIES: HANDLE FINANCIAL AND TAX MATTERS OF THE COMPANY.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Milton Gang MR.'s 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®
Start date: 2008
Experience
Current
September 10, 2007 - Present
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
Office #1: 4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146RIA
CRD#: 109698
Coral Gables, FL
Past
March 16, 2007 - August 16, 2007
BRIGHTSCAPE INVESTMENT CENTERS
RIA
CRD#: 129597
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".
E&
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
California(9/10/2007)
IAR
Florida(11/8/2007)
IAR
Louisiana(9/10/2007)
IAR
Massachusetts(9/17/2007)
Current Firm
E&
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)Upgrade to AdvisorCheck Premium
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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
38
SEC notice filing (25 States and Territories)
Documents
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 | ||
| 10/28/2024 | ||
| 01/25/2024 | ||
| 10/25/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
CRD#: 109698Coral Gables, FL 33146TRUST BUT VERIFY
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