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MS

Marcos A. Segrera

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
Coral Gables, FL 33146
Some features on this profile are disabled
CRD#: 5896786
MS

Professional summary

Marcos Andres Segrera, CFP®, who also goes by Marcos Andres Segrega, is a registered financial advisor currently at EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT located in Coral Gables, Florida.

Marcos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Marcos has worked at 4 firms and has passed the Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marcos Andres Segrega

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.
1) YMCA YOUNG PROFESSIONALS; NON-INVESTMENT RELATED; 2370 NW 17TH AVE # 100, MIAMI, FL 3314; COMMUNITY INVOLVEMENT; FOUNDING MEMBER; 06/2011; 3 HRS/MO 2) REFERRED MEDICAL PLANS | HUMANA INC. | UNITED HEALTH ONE | AVMED HEALTH PLANS; NON-INVESTMENT RELATED; LIFE INSURANCE; 2010-PRESENT; 8/8 HRS/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcos Andres Segrera'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: 2014

Experience

Current

June 5, 2018 - 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

May 24, 2012 - June 4, 2018

LOYOLA ASSET MANAGEMENT LLC

RIA
CRD#: 153255
CORAL GABLES, FL
Past

May 11, 2012 - December 31, 2012

WESTERN INTERNATIONAL SECURITIES, INC.

RIA
CRD#: 39262
Coral Gables, FL
Past

May 10, 2012 - June 4, 2018

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
Coral Gables, FL
Past

April 22, 2011 - May 10, 2012

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
CORAL GABLES, 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
Florida
(6/18/2018)
IAR
Texas
(6/5/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/5/2012
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/4/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/12/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/19/2011
Investment Company Products/Variable Contracts Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,522
AUM (Assets Under Management)$ 3,134,240,409

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

CRD#: 109698Coral Gables, FL 33146

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