Tech stack
No one at Wall Street Investment Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Interactive Brokers
Per Form ADV · $53M held · filed Mar 2024
J.P. Morgan
Per Form ADV · $49M held · filed Mar 2024
O
Oppenheimer & Co. Inc.
Per Form ADV · $24M held · filed Mar 2024
Morgan Stanley
Per Form ADV · $9M held · filed Mar 2024
Merrill
Per Form ADV · $8M held · filed Mar 2024
C
Crews & Associates, Inc.
Per Form ADV · $3M held · filed Mar 2024