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Saratoga Research & Investment Management financial advisors in Saratoga, CA
Every SEC-registered investment adviser representative at a Saratoga Research & Investment Management office in Saratoga, A to Z.
The short answer
14 registered advisors work at Saratoga Research & Investment Management in Saratoga, out of 15 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Saratoga Research & Investment Management advisors in Saratoga, A to Z
Every Saratoga Research & Investment Management advisor →- Tierney L. BossetCertified Financial Planner
- Matthew D. CasasChartered Financial Analyst
- Marc C. CrosbyCertified Financial Planner, Chartered Financial Analyst
- Tracey A. DevineInvestment adviser rep
- Andrew J. EarlyInvestment adviser rep
- Matthew T. KeatingInvestment adviser rep
- Mark L. McClenahanCertified Financial Planner
- Robert L. MengChartered Financial Analyst
- Joseph H. PollardChartered Financial Analyst
- Shoichi A. SatoInvestment adviser rep
- Mathew E. SpencerInvestment adviser rep
- Philip A. SpencerChartered Financial Analyst
- James H. TannerInvestment adviser rep
- Kevin P. TannerInvestment adviser rep
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How many financial advisors does Saratoga Research & Investment Management have in Saratoga?
14 investment adviser representatives are registered at Saratoga Research & Investment Management offices in Saratoga, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Saratoga Research & Investment Management one of the largest advisor employers in Saratoga?
Saratoga Research & Investment Management ranks number 1 in Saratoga by registered advisors, ahead of Transamerica Financial Advisors, LLC (4).
How do I check a Saratoga Research & Investment Management advisor in Saratoga?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Saratoga Research & Investment Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.