Wood Warren & Co Securities, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 136526
- Registered since
- November 22, 2005
- Website
- www.woodwarren.com
Firm profile
FINTRXOverview
Wood Warren & Co Securities, LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as a domestic entity and individual, but the firm’s public disclosures do not provide detail on client segments, fee schedules, or the specific advisory and brokerage services it delivers. The firm is not identified as a capital allocator; its profile and the absence of detailed activity descriptions suggest a focus on transactional or investment-banking work rather than broad discretionary wealth-management programs.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10
Donald Shimer
AdvisorCRD 1140031

Helene Postrel
FinOpCRD 2240945

Brian Kerester
PartnerCRD 4729668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Sansome St
- Time zone
- PT (UTC-8)
- Office locations
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