Joseph Polidoro has been an investment adviser representative at Tableaux since June 2025, and is not listed among the firm’s executive officers or direct owners. Joseph Polidoro holds a BA in English from The College of William & Mary.
Tableaux LLC is a Great Barrington, MA firm with $230M under management, 209 clients and 5 advisers across 5 offices, as of its July 2026 filing.
Joseph Polidoro is Financial Advisor of Tableaux Wealth, based in Sarasota, Florida. He works with individuals and families on integrated financial planning and investment management and leads the firm's marketing and education efforts. Earlier he held senior marketing roles at Bankers Trust and Citigroup Asset Management in New York, and later founded and ran a marketing agency in Sarasota.
Investment adviser representative registrations
Joseph Polidoro is registered as an investment adviser representative in Florida, since June 2025.
- FloridaSince 2 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph Richard Polidoro
- CRD
- 7340028
- Firm
- Tableaux · CRD 319355
- Office
- Sarasota, FL
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tableauxwealth.com
Where does Joseph Polidoro work?
Joseph Polidoro is an investment adviser representative registered through Tableaux LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Polidoro a financial advisor?
Yes. Joseph Polidoro has a current investment-adviser registration in Florida, through Tableaux since June 2025.
How many years of experience does Joseph Polidoro have?
Joseph Polidoro has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Joseph Polidoro passed?
Joseph Polidoro passed the Series 65 in March 2025.
Where is Joseph Polidoro based?
Joseph Polidoro’s registered office is in Sarasota, FL.
Is Joseph Polidoro registered with FINRA?
No. Joseph Polidoro has no current broker registration.
How can I verify Joseph Polidoro’s record?
Search CRD 7340028 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Polidoro’s full registration record.
