Matthew William Costa
Senior Financial Advisor, Chief Operating OfficerWoodside Wealth Management LLCCRD 6661537
About Matthew William Costa
Matthew William Costa is listed as Senior Financial Advisor, Chief Operating Officer at Woodside Wealth Management LLC in Framingham, MA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Woodside Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew William Costa work?
Matthew William Costa is listed as Senior Financial Advisor, Chief Operating Officer at Woodside Wealth Management LLC on SEC Form ADV.
How much of Woodside Wealth Management LLC does Matthew William Costa own?
Form ADV reports a beneficial ownership band of Under 5%.
Woodside Wealth Management LLC
| Title | Senior Financial Advisor, Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2014 |