Sriram
Srinivasan
Wall Street Investment Management, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Wall Street Investment Management, LLC Brokerage Details
$146,044,680
2
11
$13,276,789
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.*
Wall Street Investment Management, LLC
Triadata Consulting, LLC
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.
Disclosures
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
Chantilly, VA
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