Matthew W. Costa

WOODSIDE WEALTH MANAGEMENT

New York, NY 10007

Some features on this profile are disabled

CRD#: 6661537

Professional summary

Matthew William Costa, CFP® is a registered financial advisor currently at WOODSIDE WEALTH MANAGEMENT located in New York, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew William Costa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

June 7, 2016 - Present

WOODSIDE WEALTH MANAGEMENT

Office #1: 175 Greenwich St. 38th Floor, New York, NY 10007

RIA

CRD#: 175118

New York, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WOODSIDE WEALTH MANAGEMENT

WOODSIDE WEALTH MANAGEMENT | WOODSIDE WEALTH MANAGEMENT LLC

CRD#: 175118 / SEC#: 801-107353

RIA

Registered Investment Advisory firm - (3/1/2016 Approved)

Massachusetts

Registered Investment Advisory firm - (3/2/2016 Terminated)

Texas

Registered Investment Advisory firm - (3/2/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(6/7/2016)

IAR

New York
(2/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2016

Uniform Investment Adviser Law Examination

Current Firm

WOODSIDE WEALTH MANAGEMENT

WOODSIDE WEALTH MANAGEMENT | WOODSIDE WEALTH MANAGEMENT LLC

CRD#: 175118 / SEC#: 801-107353

RIA

Registered Investment Advisory firm - (3/1/2016 Approved)

Massachusetts

Registered Investment Advisory firm - (3/2/2016 Terminated)

Texas

Registered Investment Advisory firm - (3/2/2016 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

111 Speen Street 2nd Floor, Framingham, MA 01701

Mailing Address

Phone number

(508) 655-0210

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WOODSIDE WEALTH MANAGEMENT ADV PART 2A BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	401
AUM (Assets Under Management)	$ 226,018,513

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew W. Costa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew William Costa's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODSIDE WEALTH MANAGEMENT

Primary Firm SEC Registration

WOODSIDE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2016

Current Firm

WOODSIDE WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WOODSIDE WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

Similar Advisors