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 SEC-registered since 2015. Public filings classify the firm as unclassified rather than under a standard advisory bucket. Ownership is recorded as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It is also not identified as a pension consultant or as a related adviser to another registered entity.
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 4
Alvaro Pereyra
CEOCRD 5578565
Franklin Pasterczyk
Chief Executive OfficerCRD 1907271
Paul Stache
Chief Compliance OfficerCRD 1170097
Contacts
2 of 2Sarah Russell
FinOpCRD 6727189
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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