Woodside Capital Securities LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 152603
- Registered since
- October 28, 2010
- Website
- woodsidecap.com
Firm profile
FINTRXOverview
Woodside Capital Securities LLC is organized as a limited liability company and has been registered with the SEC since 2010. The entity is classified as an investment bank and is owned by a domestic entity and an individual. The firm does not present itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the source data. Available fields for client base, fee structure, business activities, and advisory activities are not populated. The combination of an investment bank classification and the absence of advisory-client data suggests the firm operates primarily in intermediary and capital markets capacities rather than as a traditional asset manager or registered investment adviser with discretionary client relationships.
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 12
Rajesh Shakkarwar
Managing DirectorCRD 7976343

Kelly Porter
Managing PartnerCRD 5650906

Mark Bagley
Managing DirectorCRD 7223759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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