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 an LLC organized as an investment bank and first registered with the SEC in 2010. Ownership is domestic and includes individual ownership interests. The firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser and is not described as a pension consultant or related adviser. The public snapshot contains minimal disclosure about advisory or brokering activities, fee structure, client mix, or specific business lines; the available descriptors emphasize its regulatory formation and classification rather than portfolio management or retail wealth-advice functions.

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

    Rajesh Shakkarwar

    Managing DirectorCRD 7976343

  • Kelly Porter

    Kelly Porter

    Managing PartnerCRD 5650906

  • Mark Bagley

    Mark Bagley

    Managing DirectorCRD 7223759

Unlock 9 more contacts

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