Joseph Pollard-Vithanage, financial advisor Saratoga CA
89 score

Joseph Pollard-Vithanage

CRD Number: 5958255
Current Firm: Saratoga Research & Investment Management

Joseph Pollard-Vithanage (CRD# 5958255) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Saratoga Research & Investment Management Saratoga, CA Sep 2013 - Current 3
Raymond James & Associates New York, NY Jun 2012 - Aug 2013 1
Morgan Keegan New York, NY Jul 2011 - Feb 2013 1
Harvard University Cambridge, MA Sep 2007 - May 2011 3
Scientia Advisors Cambridge, MA Jun 2010 - Aug 2010 < 1
Bluecoat Systems Sunnvale, CA Jun 2007 - May 2010 2
Saratoga High School Saratoga, CA Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Joseph H. Pollard-Vithanage
Phone Number: (408) 741-2330
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,638
    MILLIONS
  • Total Number of Accounts
    2,890
    ACCOUNTS
  • Average Account Value
    $566,811
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CT, FL, GA, LA, MD, NC, NY, OK, TN, TX, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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