Unclaimed Profile

Brett David Horowitz

EVENSKY & KATZ, LLC·CORAL GABLES, Florida

Clean record22 years registeredEVENSKY & KATZ, LLC

4000 PONCE DE LEON BOULEVARD, CORAL GABLES, FL 33146CRD# 4720365Firm CRD# 109698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett David Horowitz · CORAL GABLES, FL

Registration

CRD #4720365 · EVENSKY & KATZ, LLC · 22 years registered

Brand Profile

Not yet started

Career History

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

Mar 2006 – present

THE MDE GROUP, INC.

Oct 2003 – Oct 2005

PARSIPPANY, NJ

Registrations & Exams

Registration record

First registered · October 15, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVENSKY & KATZ, LLC

CRD 109698 · SEC 801-60104

AUM

$2.9B

Regulatory assets under management

Employees

5,384 client accounts

Services offered by EVENSKY & KATZ, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EVENSKY & KATZ, LLC →

Introduction

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Frequently Asked Questions

What services does Brett David Horowitz offer?

Brett David Horowitz specializes in Financial Planning, Investment Management. Contact their office in CORAL GABLES, Florida for a consultation.

What are Brett David Horowitz's credentials?

Brett David Horowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett David Horowitz located?

Brett David Horowitz is based in CORAL GABLES, Florida, working with EVENSKY & KATZ, LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Brett David Horowitz charge for services?

Brett David Horowitz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVENSKY & KATZ, LLC?

EVENSKY & KATZ, LLC has approximately 38 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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