Edward J. Pollak
Professional summary
Edward John Pollak JR, who also goes by Ted Pollak Jr, Ted Pollak, is a registered financial advisor currently at EE FUND MANAGEMENT, LLC located in San Francisco, California.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Edward has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward John Pollak JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 3, 2004 - Present
EE FUND MANAGEMENT, LLC
September 3, 2004 - December 31, 2006
EE FUND MANAGEMENT, LLC
June 14, 1999 - January 27, 2000
WELLS FARGO SECURITIES INC.
May 3, 1996 - April 6, 1999
ROBERT W. BAIRD & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/3/2004)
Exams
Current Firm
EE FUND MANAGEMENT, LLC
CRD#: 134401 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 2,478,857 |
Red Flags
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