Unclaimed Profile

Deena Boone Katz

EVENSKY & KATZ, LLC·CORAL GABLES, Florida

Series 7, Series 24, Series 63Clean record24 years registeredEVENSKY & KATZ, LLC

4000 PONCE DE LEON BOULEVARD, CORAL GABLES, FL 33146CRD# 1631684Firm CRD# 109698

Profile Verification

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

Identity

Deena Boone Katz · CORAL GABLES, FL

Registration

CRD #1631684 · EVENSKY & KATZ, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVENSKY & KATZ, LLC

EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT

Apr 2002 – Mar 2021

LUBBOCK, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · April 22, 2002

Years registered · 24

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 Deena Boone Katz offer?

Deena Boone Katz specializes in Financial Planning, Investment Management.

What are Deena Boone Katz's credentials?

Deena Boone Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deena Boone Katz located?

Deena Boone Katz is based in CORAL GABLES, Florida, last registered with EVENSKY & KATZ, LLC.

How does Deena Boone Katz charge for services?

Deena Boone Katz'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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