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 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
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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