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Joseph Richard Polidoro

Tableaux Wealth

Great Barrington, MA

Sarasota, FL

CRD 7340028

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Employer firm

Tableaux Wealth CRD 319355

$230M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Tableaux Wealth

80 Maple Avenue Suite 5, Great Barrington, MA 01230 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-02
  • FL RA
    APPROVED
    Since 2025-06-02

Branch Locations

80 Maple Avenue Suite 5, Great Barrington, MA 01230 • United States

Sarasota, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tableaux Llc Sarasota FL 05/2025 Present
Polidoro Marketing Communications, D/B/A Jove Sarasota FL 06/2003 Present
  • 05/2025 → Present
    Tableaux Llc
    Sarasota, FL
  • 06/2003 → Present
    Polidoro Marketing Communications, D/B/A Jove
    Sarasota, FL
Other Businesses

1) Polidoro Marketing Communications, d/b/a Jove; Not investment-related; 1680 Fruitville Road, Ste 521, Sarasota, FL 34238; Marketing Consulting; President / Founder; 06/2003; 40 hours per month; 20 during trading hours; Provide strategic marketing communications consulting and implementation services, largely through hired teams of writers, web developers, strategists, designers, and other professionals. 2) Self-employed; Not investment-related; Home office; independent writer; Writer; 06/2020; 12 hours per month; 0 during trading hours; independent (unaffiliated) writer, mainly on scientific topics, for a range of publications including Science News, Scientific American, and The Dispatch. Occasionally appear as guest in other venues.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-18
  • S65 Uniform Investment Adviser Law Examination
    2025-03-18

View on SEC IAPD

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