RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Michael Richard Antczak
- Title
- Senior Financial Advisorreportedevensky.comfirm site, Sep 15, 2026
- Designations
- CFP, CRPCreportedevensky.comas printed on the bio page, Sep 16, 2026
- Professional profile
- evensky.com/author/michael-antczakreportedevensky.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Evensky & Katz/Foldes Wealth Management independent RIA currentsince Jan 18, 2024 · Coral Gables, Fl
- United Capital Financial Advisors independent RIAMar 15, 2022 to Nov 20, 2023 · Miami, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 12, 2014 to Dec 19, 2021 · Hallandale Beach, Fl
- Pnc Wealth Management BD affiliatedAug 19, 2013 to Aug 4, 2014 · Wellington, Fl
- Morgan Stanley wirehouseAug 7, 2012 to May 20, 2013 · Aventura, Fl
- United Capital Financial Advisors to Evensky & Katz/Foldes Wealth Managementleft Nov 20, 2023, registered Jan 18, 2024 (59 days) · RIA to RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to United Capital Financial Advisorsleft Dec 19, 2021, registered Mar 15, 2022 (86 days) · Wirehouse to affiliated broker-dealer or bank
- Pnc Wealth Management to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 4, 2014, registered Aug 12, 2014 (8 days) · Other
- Morgan Stanley to Pnc Wealth Managementleft May 20, 2013, registered Aug 19, 2013 (91 days) · Other
- Michael Richard Antczak left United Capital Financial Advisors for Evensky & Katz/Foldes Wealth Management (registered 2024-01-18)Nov 20, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address