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 recorded as a corporation with ownership attributed to a domestic entity and an individual. The firm is labeled “Unclassified” in the dataset and has not supplied details about its advisory or business activities. The record indicates it does not operate as a capital allocator and does not identify as an active ESG investor. Additional flags show it is not listed as a multi-state adviser, not a pension consultant, and not reported as a related adviser. The available information is sparse: no client profiles, fee arrangements, or investment preferences are provided in the source data. That limited disclosure makes it difficult to characterize the firm’s strategy, client focus, or service offerings beyond the basic organizational attributes captured above.
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
2 of 2
Christopher Driscoll
CEOCRD 4716573

Alvaro Pereyra
CEOCRD 5578565
Contacts
3 of 4
Carolyn Warner
CRD 6065844

Paul Stache
Head of Outsourcing Provider PartnershipsCRD 1170097

Lawrence Doyle
Registered RepresentativeCRD 2122159
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
Similar firms
Gladowsky Capital Management Corp
Broker-DealerSmithtown, NY
GSR Securities LLC
Broker-DealerSmithtown, NY
KW Securities Corporation
Broker-DealerSmithtown, NY
Capella Securities LLC
Broker-DealerSmithtown, NY
Empirical Research Partners LLC
Broker-DealerNew York, NY
Kbfg Securities America Inc.
Broker-DealerNew York, NY