Michael H. Zaidlin

MADRONE INVESTMENT ADVISORY

San Rafael, CA 94901

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CRD#: 5643109

Professional summary

Michael Harry Zaidlin MR., who also goes by Mike Harry Zaidlin Mr., Mike Harry Zaidlin, is a registered financial advisor currently at MADRONE INVESTMENT ADVISORY, LLC located in San Rafael, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Michael has worked at 1 firm and has passed the Series 63 and Series 65 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Harry Zaidlin Mr. | Mike Harry Zaidlin

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Harry Zaidlin MR.'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

January 4, 2013 - Present

MADRONE INVESTMENT ADVISORY, LLC

Office #1: 1101 5th Ave Suite 310, San Rafael, CA 94901

RIA

CRD#: 149549

San Rafael, CA

Past

May 26, 2011 - December 31, 2012

MADRONE INVESTMENT ADVISORY, LLC

RIA

CRD#: 149549

SAN RAFAEL, 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".

MADRONE INVESTMENT ADVISORY, LLC

CRD#: 149549 / SEC#: 801-121355

RIA

Registered Investment Advisory firm - (6/1/2021 Approved)

California

Registered Investment Advisory firm - (7/8/2021 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.

Highlighted states indicate IAR registrations

IAR

California
(1/4/2013)

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.

Exams

State Security Law Exam

Series 63

Date: 9/9/2008

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/5/2008

Uniform Investment Adviser Law Examination

Current Firm

MADRONE INVESTMENT ADVISORY, LLC

CRD#: 149549 / SEC#: 801-121355

RIA

Registered Investment Advisory firm - (6/1/2021 Approved)

California

Registered Investment Advisory firm - (7/8/2021 Terminated)

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Contact information

Main Address

1101 5th Ave Suite 310, San Rafael, CA 94901

Mailing Address

Phone number

(415) 785-4585

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B SEC (9/15/2025)

Regulatory assets under management

Total Number of Accounts	390
AUM (Assets Under Management)	$ 226,085,081

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 H. Zaidlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Harry Zaidlin MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

MADRONE INVESTMENT ADVISORY, LLC

MADRONE INVESTMENT ADVISORY, LLC

Primary Firm SEC Registration

MADRONE INVESTMENT ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/9/2008

Series 65

Date: 9/5/2008

Current Firm

MADRONE INVESTMENT ADVISORY, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADRONE INVESTMENT ADVISORY, LLC

TRUST BUT VERIFY

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