Mark Lee Mcclenahan

Employer firm

Saratoga Research & Investment Management CRD 110506

$2.51B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• SECURITIES RESEARCH

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → Present
  Saratoga Research & Investment Management
  Saratoga, CA

Previous Registrations

• 2007-05-29 → 2013-10-24
  Citigroup Global Markets Inc.
  Palo Alto, CA
  Palo Alto, CA
  Palo Alto, CA
• 2002-01-14 → 2007-05-29
  Citicorp Investment Services
  Palo Alto, CA
  Palo Alto, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-13
• S63 Uniform Securities Agent State Law Examination
  1993-03-19

Designations

• Certified Financial Planner