Wall Street Investment Management, LLC

Investment Advisor
in Chantilly, VA

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About this Advisor

Sriram Srinivasan is a financial advisor operating in Chantilly, Virginia, with a total of 8 years of relevant experience. Srinivasan is an advisor for Wall Street Investment Management, LLC. Their career trajectory has included roles at Wall Street Investment Management, LLC, Triadata Consulting, LLC and Triadata Systems, Inc. Srinivasan holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Virginia. Wall Street Investment Management, LLC is a registered investment business operating in Chantilly, Virginia. It oversees $146 million in assets between its 11 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 11 client accounts, 100% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a set of services, such as portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules typically are based on the financial services. Fee types charged by Wall Street Investment Management, LLC can include asset-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Others

Office Location

Chantilly, VA

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Wall Street Investment Management, LLC Brokerage Details

Total Assets Under Management


Total Number of Employees


Total Number of Accounts


Average Account Size


Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Sriram Srinivasan Work History

Sriram has been registered as a financial advisor for 8 years.*

2006 - Present (17 years)

Wall Street Investment Management, LLC

2004 - Present (19 years)

Triadata Consulting, LLC

2001 - Present (22 years)

Triadata Systems, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Sriram Srinivasan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wall Street Investment Management, LLC

Sriram Srinivasan
Chantilly, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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