PRE-IPO STREET INC.

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
6
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 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

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
  • ALVARO PEREYRA

    CEOCRD 5578565

  • PAUL STACHE

    Chief Compliance OfficerCRD 1170097

  • CHRISTOPHER DRISCOLL

    CEOCRD 4716573

Contacts

3 of 3
  • SARAH RUSSELL

    FinOpCRD 6727189

  • Franklin Pasterczyk

    Compliance PrincipalCRD 1907271

  • GERALD GIBBONS

    Compliance PrincipalCRD 2447903

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth