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Sriram Srinivasan

Wall Street Investment Management, LLC

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About Sriram Srinivasan

Sriram Srinivasan is an investment advisor representative with Wall Street Investment Management, LLC. Sriram has been in the industry since December 2006 and is registered in Virginia as an Investment Advisor Representative. Sriram holds the Series 65 and Series 3 exams. Sriram has a background in technology, having served as a Director and Member Manager for Triadata Systems, Inc. and Triadata Consulting, LLC. Sriram is currently a member of the Wall Street Investment Management, LLC team, managing investment portfolios for businesses and exempt private family office pooled vehicles.

Firm Information

Sriram Srinivasan is currently registered with Wall Street Investment Management, LLC. Wall Street Investment Management, LLC is an investment advisor registered with the SEC. They have 1 investment advisor representative and manage $145,208,841 in assets for 7 clients. They provide portfolio management services for individuals and businesses and operate a pooled investment vehicle for a private family office.

$145.21M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for businesses and exempt private family office pooled vehicle

Portfolio management for businesses and exempt private family office pooled vehicle

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Custom fee for hni and family office businesses

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Sriram Srinivasan’s Registration & Firm History

VA

01/01/2015 - Present

Wall Street Investment Management, LLC (CHANTILLY VA)

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Licenses & Designations

IA

Issued 04/14/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2012

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sriram Srinivasan.
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