Sriram Srinivasan
Sriram Srinivasan is a registered investment advisor at Wall Street Investment Management, LLC, based in Chantilly, VA, with 18 years of industry experience. Sriram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for qualified clients (high net worth investors).
Fee Estimator
Location
Chantilly, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sriram is a Director at Triadata Systems, Inc. and a Member Manager at Triadata Consulting, LLC since 2001 and 2004 respectively. He spends about 10-20% of his time on each business, focusing on business development, executive oversight of technology projects, and hiring staff.
Employment History
Current Registrations
Wall Street Investment Management, LLC
Previous Registrations
Wall Street Investment Management, LLC
State Registrations1 state
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