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 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

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
  • Ronald Heller

    Ronald Heller

    Senior Managing DirectorCRD 1417272

  • Elizabeth Collins

    FinOpCRD 4714831

  • Rudolph Burger

    Rudolph Burger

    Managing PartnerCRD 5448849

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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