Joseph M Tribuiani
Investment Adviser Representative at Evensky & Katz/foldes Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph M. Tribuiani is an investment adviser representative with Evensky & Katz/foldes Wealth Management in Coral Gables, FL, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Raymond James & Associates, Inc. and Wells Fargo Advisors Financial Network, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Texas, and Washington.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Advisors Financial Network, LLCJul 2021 – Mar 2022Naples, FL
- Seacrest Country Day SchoolAug 2010 – Jun 2017Naples, FL
- Boston CollegeAug 2017 – May 2021Chestnut Hill, MA
- Raymond James & Associates, Inc.Sep 2022 – Nov 2025Boston, MA
- Tribuiani Asset ManagementApr 2022 – Aug 2022Naples, FL
- Evensky & KATZ / Foldes Wealth ManagementNov 2025 – no end date reportedCoral Gables, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Evensky & Katz/foldes Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 22
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Coral Gables, FL
- SEC file number:
- 801-60104
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 19, 2026
View full firm profileOther advisors at Evensky & Katz/foldes Wealth Management
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph M Tribuiani has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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