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 registered with the SEC; the firm’s registration dates back to 2005. It is classified in the data as an investment bank and is described as being owned by a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator or as an active ESG investor. The available records do not list multi-state advisory activity, pension consulting, related-adviser relationships, or details about advisory or fee structures. No client base breakdown is provided in the source material.
Assets & Accounts
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
Victoria Keller
Registered RepresentativeCRD 8073505

James Wood
Managing PartnerCRD 5016275
Galen Carnicelli
AdvisorsCRD 6406655
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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