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Michael Leone Zarrelli

Michael Leone Zarrelli

CFP®
FOUNDRY FINANCIAL
Laurel, MD
·CRD# 7352577·5 years experience

Professional Summary

Michael Leone Zarrelli, CFP®, who also goes by Mike L. Zarrelli, is a registered financial advisor currently at FOUNDRY FINANCIAL LLC located in Laurel, Maryland. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 2 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike L. Zarrelli

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2020

Years of Experience

5 years in the financial services industry

Current & Past Employments

FOUNDRY FINANCIAL LLC·CRD# 300122
RIA
Laurel, MD
May 6, 2026 - Present
FSA WEALTH PARTNERS·CRD# 104513
RIA
Rockville, MD
March 17, 2021 - April 24, 2026

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Current Firm

FF
FOUNDRY FINANCIAL LLC

FOUNDRY FINANCIAL LLC | FOUNDRY FINANCIAL, LLC

CRD#: 300122 / SEC#: 801-133770
RIA
Registered Investment Advisory firm - SEC (6/27/2025 Approved)
California
Registered Investment Advisory firm - California (8/21/2025 Terminated)
District of Columbia
Registered Investment Advisory firm - District of Columbia (7/22/2025 Terminated)
Florida
Registered Investment Advisory firm - Florida (7/22/2025 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (7/22/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/22/2025 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).

Contact Information

Main Address

479 S Marengo Ave, Pasadena, CA 91101

Phone Number

(213) 802-8662

# of Employees

13

SEC notice filing (23 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026-03-12 FOUNDRY FINANCIAL FORM ADV PART 2A (9/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

626

AUM (Assets Under Management)

$232,611,535

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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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".
FF
FOUNDRY FINANCIAL LLC

FOUNDRY FINANCIAL LLC | FOUNDRY FINANCIAL, LLC

CRD#: 300122 / SEC#: 801-133770
RIA
Registered Investment Advisory firm - SEC (6/27/2025 Approved)
California
Registered Investment Advisory firm - California (8/21/2025 Terminated)
District of Columbia
Registered Investment Advisory firm - District of Columbia (7/22/2025 Terminated)
Florida
Registered Investment Advisory firm - Florida (7/22/2025 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (7/22/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/22/2025 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.
IAR
Maryland
(5/6/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Leone Zarrelli's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Michael Leone Zarrelli
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