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 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

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

Similar firms