Michael Zaidlin (CRD# 5643109) is an Investment Advisor Representative working at Madrone Investment Advisory, LLC in San Rafael, CA and has over 15 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madrone Investment Advisory, LLC | San Rafael, CA | Aug 2009 - Current | 14 |
| Law Offices Of Michael H. Zaidlin | San Rafael, CA | Sep 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
- CA
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts397ACCOUNTS
-
Average Account Value$505,678
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
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