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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Michael Richard Antczak

Advisor at EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:2ffda15a-67ff-a999-b026-ac6219fdffc0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 7, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 3, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 5
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 3, 2012
First registration: Aug 7, 2012
Dual registered: no
Other names: MICHAEL RICHARD ANTCZAK|MICHAEL R ANTCZAK
IAPD individual key: 6066878

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT	Independent wealth	Jan 18, 2024	n/a	yes	CORAL GABLES, FL	Current employment
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Mar 15, 2022	Nov 20, 2023	no	Miami, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 12, 2014	Dec 19, 2021	no	HALLANDALE BEACH, FL\|FORT LAUDERDALE, FL\|FORT LAUDERDALE, FL\|HOLLYWOOD, FL\|HOLLYWOOD, FL\|HOLLYWOOD, FL	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Aug 19, 2013	Aug 4, 2014	no	WELLINGTON, FL	Previous registration
MORGAN STANLEY	Wirehouse	Aug 7, 2012	May 20, 2013	no	Aventura, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNITED CAPITAL FINANCIAL ADVISORS	EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT	Nov 20, 2023	Jan 18, 2024	59	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UNITED CAPITAL FINANCIAL ADVISORS	Dec 19, 2021	Mar 15, 2022	86	Firm change	Wirehouse to ibd
PNC WEALTH MANAGEMENT	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 4, 2014	Aug 12, 2014	8	Firm change	Other
MORGAN STANLEY	PNC WEALTH MANAGEMENT	May 20, 2013	Aug 19, 2013	91	Firm change	Other

Relationships

Registered with (5)

→ EVENSKY & KATZ/FOLDES WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 18, 2024 to presentfactForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Mar 15, 2022 to Nov 20, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 12, 2014 to Dec 19, 2021factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 19, 2013 to Aug 4, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 7, 2012 to May 20, 2013factForm ADV

Dated events

Occurred
Nov 20, 2023
Advisor changed firm
Michael Richard Antczak left United Capital Financial Advisors for Evensky & Katz/Foldes Wealth Management (registered 2024-01-18)
Form ADVobserved 5 days ago