Pre-Ipo Street Inc.

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Smithtown, New York
CRD number
173426
Registered since
September 14, 2015

Firm profile

FINTRX

Overview

Pre-Ipo Street Inc. is organized as a corporation and has been SEC-registered since 2015. The firm’s ownership is listed as a combination of a domestic entity and an individual, and it is classified as unclassified in the available dataset. The record flags several operational attributes: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, does not act as a pension consultant, and has no related adviser status reported. The source does not disclose the firm’s advisory or business activities, client segments, or fee arrangements.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • David Dicenso

    David Dicenso

    Chief Compliance OfficerCRD 1538474

  • Alvaro Pereyra

    Alvaro Pereyra

    CEOCRD 5578565

  • Christopher Driscoll

    Christopher Driscoll

    CEOCRD 4716573

Contacts

3 of 4
  • Lawrence Doyle

    CRD 2122159

  • Sarah Russell

    FinOpCRD 6727189

  • Gerald Gibbons

    Gerald Gibbons

    Compliance PrincipalCRD 2447903

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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