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Vikram Srinivasan

Performance Trust Capital Partners, LLC

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About Vikram Srinivasan

Vikram Srinivasan is a financial professional with over 8 years of experience in the industry. Vikram currently works at Performance Trust Capital Partners, LLC in Chicago, IL. Previously, Vikram was a financial professional at Citadel Securities Institutional LLC, Citadel Securities LLC, Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Vikram is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, SIE, and Series 99TO licenses. Vikram is also registered with the states of Illinois and New York.

Firm Information

Vikram Srinivasan is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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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Vikram Srinivasan’s Registration & Firm History

IL

02/27/2024 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

NY

10/07/2021 - 02/29/2024

CITADEL SECURITIES INSTITUTIONAL LLC (New York NY)

NY

10/07/2021 - 02/29/2024

CITADEL SECURITIES LLC (New York NY)

NY

11/14/2018 - 08/24/2021

MORGAN STANLEY (PURCHASE NY)

MD

01/28/2015 - 10/08/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

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Licenses & Designations

BOTH

Issued 03/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Vikram Srinivasan.
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