AdvisorOS Directory
Claim Profile
Unclaimed Profile
CC

Cheryl Ann Costa

WOODSIDE WEALTH MANAGEMENT LLC·FRAMINGHAM, Massachusetts
Clean record20 years registeredWOODSIDE WEALTH MANAGEMENT LLC
111 SPEEN STREET, FRAMINGHAM, MA 01701CRD# 5030307Firm CRD# 175118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cheryl Ann Costa · FRAMINGHAM, MA
Registration
CRD #5030307 · WOODSIDE WEALTH MANAGEMENT LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

WOODSIDE WEALTH MANAGEMENT
May 2015 – present
FORTERIS WEALTH MANAGEMENT, INC.
Jun 2009 – Oct 2015
NATICK, MA
FAMILY FINANCIAL ARCHITECTS, INC.
Sep 2005 – Nov 2008
NATICK, MA
02

Registrations & Exams

Registration record
First registered · September 13, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOODSIDE WEALTH MANAGEMENT LLC
CRD 175118 · SEC 801-107353
AUM
$196M
Regulatory assets under management
Employees
3
381 client accounts
Services offered by WOODSIDE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOODSIDE WEALTH MANAGEMENT LLC →
Introduction

Speak with Cheryl

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cheryl is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FRAMINGHAM?

Browse all registered financial advisors in FRAMINGHAM, Massachusetts or claim this profile if it's yours.

Browse FRAMINGHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Cheryl Ann Costa offer?
Cheryl Ann Costa specializes in Financial Planning, Investment Management. Contact their office in FRAMINGHAM, Massachusetts for a consultation.
What are Cheryl Ann Costa's credentials?
Cheryl Ann Costa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cheryl Ann Costa located?
Cheryl Ann Costa is based in FRAMINGHAM, Massachusetts, working with WOODSIDE WEALTH MANAGEMENT LLC. Their office serves clients in the FRAMINGHAM metropolitan area and surrounding communities.
How does Cheryl Ann Costa charge for services?
Cheryl Ann Costa's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODSIDE WEALTH MANAGEMENT LLC?
WOODSIDE WEALTH MANAGEMENT LLC has approximately 3 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WOODSIDE WEALTH MANAGEMENT LLC

Matthew William Costa
FRAMINGHAM, MA

More Advisors in FRAMINGHAM, Massachusetts

David Lawrence Thomas
E.P.G., INCORPORATED·FRAMINGHAM, MA
Stella Wing Chung Pang
E.P.G., INCORPORATED·FRAMINGHAM, MA
Sarah Ann Wells
WELLS FINANCIAL ADVISORS, INC.·FRAMINGHAM, MA
CFP
Terry Bradley Wells
WELLS FINANCIAL ADVISORS, INC.·FRAMINGHAM, MA
CFPChFC
Fredric Edward Weldon
POLARIS ADVISORS, LLC·FRAMINGHAM, MA
CFA
Jonathan Alan Rankin
E.P.G., INCORPORATED·FRAMINGHAM, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile