WOODSIDE CAPITAL SECURITIES LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
152603
Registered since
October 28, 2010

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • Rajesh Shakkarwar

    Managing DirectorCRD 7976343

  • KELLY PORTER

    Managing PartnerCRD 5650906

  • Mark Bagley

    Managing DirectorCRD 7223759

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth