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Marcos Andres Segrera

Evensky & Katz/foldes Wealth Management

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About Marcos Andres Segrera

Marcos Andres Segrera is an investment advisor representative with Evensky & Katz/foldes Wealth Management, with offices in Coral Gables, FL. Marcos has been in the industry since 2011 and is a Certified Financial Planner. Marcos holds Series 6, 7, and 65 licenses and has previously worked with Western International Securities, Inc., and PRUCO Securities, LLC. Marcos has experience working with high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Marcos Segrera is currently registered with Evensky & Katz/foldes Wealth Management. Evensky & Katz/foldes Wealth Management is a financial advisory firm based in CORAL GABLES, FL. The firm provides financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $2,895,866,943 in regulatory assets under management.
Evensky & Katz/foldes Wealth Management

4000 PONCE DE LEON BOULEVARD

CORAL GABLES, FL 33146

$2.90B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marcos Segrera’s Registration & Firm History

FL

06/05/2018 - Present

Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)

FL

05/10/2012 - 06/04/2018

WESTERN INTERNATIONAL SECURITIES, INC. (Coral Gables FL)

FL

04/22/2011 - 05/10/2012

PRUCO SECURITIES, LLC. (CORAL GABLES FL)

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Licenses & Designations

IA

Issued 04/05/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/19/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marcos Andres Segrera.
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