Pre-Ipo Street Inc.
Firm details
- Headquarters
- Smithtown, New York
- CRD number
- 173426
- Registered since
- September 14, 2015
- Website
- www.bagbywealth.com
Firm profile
FINTRXOverview
Pre-Ipo Street Inc. is organized as a corporation and appears in SEC records with an initial registration year of 2015. Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" rather than placing it in a standard RIA subclass, and the snapshot flags several operational attributes: it is not identified as a capital allocator, it does not self-report as an active ESG investor, and it is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The FINTRX entry does not include descriptions of the firm’s advisory activities, business lines, client segments, or fee arrangements, so there is no public detail on investment philosophy, target clients, or service models. That lack of disclosure makes it difficult to characterize how Pre-Ipo Street Inc. sources mandates or what types of mandates it pursues.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
David Dicenso
Chief Compliance OfficerCRD 1538474

Christopher Driscoll
CEOCRD 4716573

Alvaro Pereyra
CEOCRD 5578565
Contacts
3 of 4
Paul Stache
Head of Outsourcing Provider PartnershipsCRD 1170097

Lawrence Doyle
Registered RepresentativeCRD 2122159
Gerald Gibbons
Supervisory PrincipalCRD 2447903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Smithtown, NY
Suffolk
Location
Smithtown, NY
Headquartered in Smithtown, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 732 Smithtown Byp
- Time zone
- ET (UTC-5)
- Office locations
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