Shoichi SatoCRD Number: 6119891
Current Firm: Saratoga Research & Investment Management
Shoichi Sato (CRD# 6119891) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 4 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Saratoga Research & Investment Management||Saratoga, CA||Aug 2011 - Current||5|
|Linear Technology||Milpitas, CA||Sep 2009 - Jul 2011||1|
|Unemployed||Saratoga, CA||Jul 2009 - Aug 2009||< 1|
|Yale University||New Haven, CT||Aug 2007 - Jun 2009||1|
|Lam Research||Fremont, CA||Jun 2007 - Aug 2007||< 1|
|Yale University||New Haven, CT||Sep 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
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