Michael Harry Zaidlin
Investment adviser representative at Madrone Investment Advisory, LLC
20 yearsExperience
1 stateRegistered in
$254.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Madrone Investment Advisory, LLCAug 2009 to now
- Law Offices of Michael H. ZaidlinSep 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Madrone Investment Advisory, LLC
$254.3MAssets managed
118Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5643109
- Firm CRD
- 149549