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Michael Harry Zaidlin

Madrone Investment Advisory, LLC

San Rafael, CA

CRD 5643109

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Employer firm

Madrone Investment Advisory, LLC CRD 149549

$254M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Madrone Investment Advisory, Llc

1101 5Th Ave Suite 310, San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-19
  • CA RA
    APPROVED
    Since 2025-11-19

Branch Locations

1101 5Th Ave Suite 310, San Rafael, CA 94901 • 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
Madrone Investment Advisory, Llc San Rafael CA 08/2009 Present
Law Offices Of Michael H. Zaidlin San Rafael CA 09/2006 Present
Previous Registrations
Other Businesses

LAW OFFICE OF MICHAEL H. ZAIDLIN - ATTORNEY 2006-2011 - APPROX 0 HRS. PER MONTH, ADDRESS: 1000 FOURTH STREET, SUITE 875 SAN RAFAEL, CA. 94991 THIS BUSINESS IS NOT INVESTMENT RELATED. SIXTIES.COM - MICHAEL ZAIDLIN OWNS THIS DOMAIN BUT NO BUSINESS IS BEING CONDUCTED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-09-09
S65 Uniform Investment Adviser Law Examination 2008-09-05
  • S63 Uniform Securities Agent State Law Examination
    2008-09-09
  • S65 Uniform Investment Adviser Law Examination
    2008-09-05
Other Names
  • Mike Harry Zaidlin
  • Mike Harry Zaidlin

View on SEC IAPD

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