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 and has been registered with the SEC since 2010. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is recorded as a combination of a domestic entity and an individual. The FINTRX record flags several negative attributes: the firm is not listed as an active ESG investor, is not a multi-state adviser, is not identified as a pension consultant, and is not flagged as a related adviser. Beyond the basic corporate classification and registration year, the dataset provides minimal detail about the firm’s business lines, advisory activities, client mix, or fee arrangements.
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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