Unclaimed Profile

Matthew A Mcgrath

EVENSKY & KATZ, LLC·CORAL GABLES, Florida

Series 65Clean record24 years registeredEVENSKY & KATZ, LLC

4000 PONCE DE LEON BOULEVARD, CORAL GABLES, FL 33146CRD# 2983504Firm CRD# 109698

Profile Verification

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

Identity

Matthew A Mcgrath · CORAL GABLES, FL

Registration

CRD #2983504 · EVENSKY & KATZ, LLC · 24 years registered

Brand Profile

Not yet started

Career History

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

Apr 2002 – present

Registrations & Exams

FINRA examinations passed

Series 65

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 Matthew A Mcgrath offer?

Matthew A Mcgrath specializes in Financial Planning, Investment Management. Contact their office in CORAL GABLES, Florida for a consultation.

What are Matthew A Mcgrath's credentials?

Matthew A Mcgrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew A Mcgrath located?

Matthew A Mcgrath 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 Matthew A Mcgrath charge for services?

Matthew A Mcgrath'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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