Advisor at Wall Street Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wall Street Investment Management, LLC
Location
Chantilly, VA
Credentials
Series 65
Industry experience
18 years
Sriram Srinivasan is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Wall Street Investment Management, LLC since 2006 and is also involved in technology and consulting businesses as director and member manager of Triadata Systems, Inc. and Triadata Consulting, LLC. Wall Street Investment Management provides discretionary portfolio management primarily for pooled or institutional-style assets, advising private family investment companies, individuals, trusts, and corporate clients. The firm employs a global macro investment approach with frequent trading across a wide range of instruments, including the use of borrowing and derivatives in separately managed accounts.
Based on Wall Street Investment Management, LLC
Based on Wall Street Investment Management, LLC
1% annually for portfolio management services for non high net worth investors; negotiable for Qualified Clients
Account minimum: $100,000
Chantilly, VA
Virginia
Wall Street Investment Management, LLC
2006 - Present (20 years)
Triadata Consulting, LLC
2004 - Present (22 years)
Triadata Systems, Inc.
2001 - Present (25 years)
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Lawyer
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Real estate agent
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Other specialized services
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