Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Michael Woods, financial advisor San Francisco CA
93 score

Michael Woods

CRD Number: 4604568
Current Firm: Cypress Point Capital Management, LLC

Michael Woods (CRD# 4604568) is an Investment Advisor Representative working at Cypress Point Capital Management, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Gk Securities, LLC San Francisco, CA Mar 2012 - Current 4
Cypress Point Solutions San Francisco, CA Jul 2010 - Current 6
Sdl Capital Los Altos, CA Oct 2003 - Jun 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Michael H. Woods
Phone Number: 415-645-6500
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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