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 registered with the SEC; its registration dates to 2010. FINTRX classifies the firm as an investment bank rather than an asset management firm. The data indicate ownership that ties to a domestic entity and an individual. FINTRX does not list any client-facing advisory activities, business activity descriptions, or a client base for the firm. The profile also shows the firm is not a capital allocator, not an active ESG investor, and is not flagged as a multi-state adviser or pension consultant.

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