Marcos Andres Segrera
Investment adviser representative at Evensky & Katz/foldes Wealth Management
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Evensky & Katz/foldes Wealth ManagementJun 2018 to now
- Evensky & Katz/foldes Financial Wealth ManagementJun 2018 to now
- Loyola Asset Management LLCMay 2012 to Jun 2018
- Western International Securities, Inc.May 2012 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Evensky & Katz/foldes Wealth Management
Legal name: Evensky & Katz, LLC
$3.2BAssets managed
1,188Clients
22Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5896786
- Firm CRD
- 109698