# STEVEN MICHAEL FOLDES

STEVEN MICHAEL FOLDES is an investment adviser representative (IAR) with state registration records since 2002, appearing at 3 firms. Currently registered with EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/109698) | 2014-07-14 | present | Yes |
| [FOLDES FINANCIAL MANAGEMENT](https://search.stillhousedata.com/firm/147285) | 2009-01-20 | 2014-12-18 | — |
| [FOLDES FINANCIAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/118679) | 2002-04-30 | 2008-12-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2257102)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2257102.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.