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 is registered with the SEC; its registration dates back to 2010. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or wealth manager. Ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is not listed as a multi-state adviser, not described as newly formed, and is not flagged as a pension consultant or a related adviser to another registered entity. The source data does not include detailed descriptions of the firm’s business lines, advisory services, or fee arrangements.

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
  • Ronald Heller

    Ronald Heller

    Senior Managing DirectorCRD 1417272

  • Elizabeth Collins

    FinOpCRD 4714831

  • Rudolph Burger

    Rudolph Burger

    Managing PartnerCRD 5448849

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth