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 is classified as an investment bank. The firm registered with the SEC in 2010 and appears to be privately owned (domestic entity / individual ownership). The record indicates Woodside Capital Securities does not operate as a capital allocator and is not positioned as an ESG investor. It is not designated as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The available information does not identify advisory or asset-management activities for retail or institutional clients; the firm’s profile reads like an investment-banking or broker-dealer business rather than a traditional registered investment adviser managing client portfolios.
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 12Rajesh Shakkarwar
Managing DirectorCRD 7976343
KELLY PORTER
Managing PartnerCRD 5650906
Mark Bagley
Managing DirectorCRD 7223759
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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