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
Website: woodsidecap.com

Firm profile

FINTRX

Overview

Woodside Capital Securities LLC is a limited liability company registered with the SEC in 2010 and classified in the dataset as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator or as a multi-state registered adviser, and it is not identified as an active ESG investor or a pension consultant. The dataset provides no detail on the firm's specific advisory services, fee schedules, or day-to-day business activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

3 of 12

Ronald Heller
Senior Managing DirectorCRD 1417272
Elizabeth Collins
FinOpCRD 4714831
Rudolph Burger
Managing PartnerCRD 5448849

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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