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Joseph P
Series 65
Sarasota, FL
Tableaux Wealth
Joseph Polidoro is a financial advisor at Tableaux Wealth with one year of industry experience and holds a Series 65 credential. He is also the president and founder of Polidoro Marketing Communications, a marketing consulting firm he has led since 2003. Additionally, he works as an independent writer on scientific topics for publications such as Science News, Scientific American, and The Dispatch. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages about $230 million for roughly 209 clients, employing fundamental analysis and modern portfolio theory to construct portfolios using low-cost mutual funds, ETFs, and other instruments while incorporating AI tools for research and risk monitoring.
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