Joseph M Tribuiani
Investment adviser representative at Evensky & Katz/foldes Wealth Management
16 yearsExperience
3 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
16 years in the industry.
- Evensky & Katz / Foldes Wealth ManagementNov 2025 to now
- Raymond James & Associates, Inc.Sep 2022 to Nov 2025
- Tribuiani Asset ManagementApr 2022 to Aug 2022
- Wells Fargo Advisors Financial Network, LLCJul 2021 to Mar 2022
- Boston CollegeAug 2017 to May 2021
- Seacrest Country Day SchoolAug 2010 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, WA).
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
- 7253560
- Firm CRD
- 109698