Michael A. Bristow

TAMALPAIS ASSET MANAGEMENT

Larkspur, CA 94939

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CRD#: 3182862

Professional summary

Michael Anthony Bristow, who also goes by Michael A Bristow, Michael Anthony Tolentino, is a registered financial advisor currently at TAMALPAIS ASSET MANAGEMENT located in Larkspur, California and EMERSON EQUITY LLC located in Larkspur, California.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 12 firms and has passed the Series 63, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael A Bristow | Michael Anthony Tolentino

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) TAMALPAIS ASSET MANAGEMENT-INVESTMENT RELATED, 900 LARKSPUR LANDING CR, STE 100, LARKSPUR, CA 94939, REGISTERED INVESTMENT ADVISORY FIRM, MANAGING PARTNER/OWNER, MANAGING PARTNER RUNNING DAY TO DAY OPERATIONS OF THE FIRM AS WELL AS CLIENT COMMUNICATION, FINANCIAL EDUCATION AND MANAGING OF CLIENTS ACCOUNTS., 60 HRS PER WEEK, 32.5 HOURS A WEEK DURING SECURITIES TRADING HOURS, 02/2017

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Bristow's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 2, 2019 - Present

TAMALPAIS ASSET MANAGEMENT

Office #1: 900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939

RIA

CRD#: 301017

Larkspur, CA

Current

November 19, 2024 - Present

EMERSON EQUITY LLC

Office #1: 900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939

RIA

CRD#: 130032

Larkspur, CA

Past

July 5, 2019 - November 1, 2024

CALAMAR FINANCIAL GROUP, LLC

CRD#: 283992

AMHERST, NY

Past

February 6, 2017 - July 2, 2019

CS PLANNING CORP

RIA

CRD#: 149937

Larkspur, CA

Past

May 5, 2016 - October 19, 2016

PERIGON WEALTH MANAGEMENT, LLC

RIA

CRD#: 131037

SAN FRANCISCO, CA

Past

July 28, 2014 - December 2, 2014

PRIME EXECUTIONS, INC.

CRD#: 32889

NEW YORK, NY

Past

February 29, 2012 - April 10, 2012

VTRADER PRO, LLC

CRD#: 131920

SAN FRANCISCO, CA

Past

August 18, 2009 - April 10, 2012

SAGETRADER, LLC

RIA

CRD#: 137862

SAN FRANCISCO, CA

Past

August 14, 2009 - April 10, 2012

SAGETRADER, LLC

CRD#: 137862

SAN FRANCISCO, CA

Past

July 17, 2007 - September 1, 2009

PORTSMOUTH FINANCIAL SERVICES

CRD#: 13980

SAN FRANCISCO, CA

Past

May 21, 2007 - June 29, 2007

PACIFIC GROWTH EQUITIES, LLC

CRD#: 24835

SAN FRANCISCO, CA

Past

October 12, 2006 - January 30, 2007

INFINIUM SECURITIES INC.

CRD#: 132128

SAN FRANCISCO, CA

Past

January 5, 2006 - March 15, 2006

GLOBAL CROWN CAPITAL, LLC

CRD#: 16761

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TAMALPAIS ASSET MANAGEMENT

MOUNT TAMALPAIS ASSET MANAGEMENT, LLC | TANDEM ASSET MANAGEMENT, LLC | TAMALPAIS ASSET MANAGEMENT, LLC | TAMALPAIS ASSET MANAGEMENT | SAGE PATH ADVISORY SERVICES

CRD#: 301017 / SEC#: 801-132936

RIA

Registered Investment Advisory firm - (6/6/2025 Approved)

California

Registered Investment Advisory firm - (7/23/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/23/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(5/2/2019)

California
(11/20/2024)

IAR

Texas
(5/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/24/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/21/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/4/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TAMALPAIS ASSET MANAGEMENT

MOUNT TAMALPAIS ASSET MANAGEMENT, LLC | TANDEM ASSET MANAGEMENT, LLC | TAMALPAIS ASSET MANAGEMENT, LLC | TAMALPAIS ASSET MANAGEMENT | SAGE PATH ADVISORY SERVICES

CRD#: 301017 / SEC#: 801-132936

RIA

Registered Investment Advisory firm - (6/6/2025 Approved)

California

Registered Investment Advisory firm - (7/23/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/23/2025 Terminated)

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Contact information

Main Address

900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939

Mailing Address

Phone number

(415) 723-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-TAMALPAIS ASSET MANAGEMENT, LLC (6/24/2025)

Regulatory assets under management

Total Number of Accounts	682
AUM (Assets Under Management)	$ 209,461,440

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael A. Bristow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Bristow's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERSON EQUITY LLC

CALAMAR FINANCIAL GROUP, LLC

CS PLANNING CORP

PERIGON WEALTH MANAGEMENT, LLC

PRIME EXECUTIONS, INC.

VTRADER PRO, LLC

SAGETRADER, LLC

SAGETRADER, LLC

PORTSMOUTH FINANCIAL SERVICES

PACIFIC GROWTH EQUITIES, LLC

INFINIUM SECURITIES INC.

GLOBAL CROWN CAPITAL, LLC

Primary Firm SEC Registration

TAMALPAIS ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 2/24/2020

Series 66

Date: 2/21/2006

Series 7

Date: 1/4/2006

FINRA

Current Firm

TAMALPAIS ASSET MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TAMALPAIS ASSET MANAGEMENT

TRUST BUT VERIFY

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