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 first registered with the SEC in 2015. FINTRX classifies the firm as "Unclassified" and lists its owner type as a combination of a domestic entity and an individual. The snapshot indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is also not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm has not provided publicly available detail on its advisory activities, fee structure, client base, or specific business activities. That absence of operational detail in the record limits what can be said about its target clients, service model, or investment approach.
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
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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