Pre-Ipo Street Inc.

Broker-DealerFINRA Member
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 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

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

2 of 2
  • Christopher Driscoll

    Christopher Driscoll

    CEOCRD 4716573

  • Alvaro Pereyra

    Alvaro Pereyra

    CEOCRD 5578565

Contacts

3 of 4
  • Carolyn Warner

    Carolyn Warner

    CRD 6065844

  • Paul Stache

    Paul Stache

    Head of Outsourcing Provider PartnershipsCRD 1170097

  • Lawrence Doyle

    Lawrence Doyle

    Registered RepresentativeCRD 2122159

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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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