Woodside Capital Securities LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 152603
- Registered since
- October 28, 2010
- Website
- woodsidecap.com
Firm profile
FINTRXOverview
Woodside Capital Securities LLC is organized as a limited liability company that operates in the investment-banking space rather than as a traditional registered investment adviser or asset manager. Public records characterize the firm as an investment bank and indicate ownership tied to both a domestic entity and an individual. The firm's disclosures also flag that it does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not presented as a pension consultant or related adviser in its filings.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12
Ronald Heller
Senior Managing DirectorCRD 1417272
Elizabeth Collins
FinOpCRD 4714831

Rudolph Burger
Managing PartnerCRD 5448849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 2650 Birch St
- Time zone
- PT (UTC-8)
- Office locations
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