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 is registered with the SEC since 2015. FINTRX classifies the firm as "unclassified" and lists its owner type as a mix of a domestic entity and an individual. The profile indicates the firm does not serve as a capital allocator and is not flagged as an active ESG investor. It is also not recorded as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not populate standard profile fields for the firm’s client base, fee structure, or specific advisory activities, so there is no firm-level information available in those categories on the platform.
Assets & Accounts
Location & Offices
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 3ALVARO PEREYRA
CEOCRD 5578565
PAUL STACHE
Chief Compliance OfficerCRD 1170097
CHRISTOPHER DRISCOLL
CEOCRD 4716573
Contacts
3 of 3SARAH RUSSELL
FinOpCRD 6727189
Franklin Pasterczyk
Compliance PrincipalCRD 1907271
GERALD GIBBONS
Compliance 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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