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Matthew William Costa

WOODSIDE WEALTH MANAGEMENT LLC·FRAMINGHAM, Massachusetts
Series 65Clean record10 years registeredWOODSIDE WEALTH MANAGEMENT LLC
111 SPEEN STREET, FRAMINGHAM, MA 01701CRD# 6661537Firm CRD# 175118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew William Costa · FRAMINGHAM, MA
Registration
CRD #6661537 · WOODSIDE WEALTH MANAGEMENT LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

WOODSIDE WEALTH MANAGEMENT
Jun 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 7, 2016
Years registered · 10
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

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05

Frequently Asked Questions

What services does Matthew William Costa offer?
Matthew William Costa specializes in Financial Planning, Investment Management. Contact their office in FRAMINGHAM, Massachusetts for a consultation.
What are Matthew William Costa's credentials?
Matthew William Costa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew William Costa located?
Matthew William 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 Matthew William Costa charge for services?
Matthew William 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.
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Other Advisors at WOODSIDE WEALTH MANAGEMENT LLC

Cheryl Ann Costa
FRAMINGHAM, MA

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