Joseph Pollard-VithanageCRD 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 3 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|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|
Total Assets Under Management1,638MILLIONS
Total Number of Accounts2,890ACCOUNTS
Average Account Value$566,811
- A percentage of assets under your management
- 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)
AL, AZ, CA, CT, FL, GA, LA, MD, NC, NY, OK, TN, TX, WA, WI