Priya Ravishankar

ROYAL TREASURE SECURITIES LLC

NEW YORK, NY 10005

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CRD#: 5789297

Professional summary

Priya Ravishankar is a registered financial professional currently at ROYAL TREASURE SECURITIES LLC located in New York, New York and PRE-IPO STREET INC. located in Smithtown, New York.

Priya is registered as a RR (Registered Representative) and started their career in finance in 2010. Priya has worked at 6 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Priya Ravishankar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 27, 2025 - Present

ROYAL TREASURE SECURITIES LLC

Office #1: 40 Wall Street Suite 21-05, New York, NY 10005

CRD#: 292325

NEW YORK, NY

Current

February 21, 2025 - Present

PRE-IPO STREET INC.

Office #1: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787

CRD#: 173426

SMITHTOWN, NY

Past

June 20, 2025 - November 4, 2025

ZL ZENITHAR (USA)

CRD#: 321941

NEW YORK, NY

Past

October 30, 2024 - November 4, 2025

ELSEWARE FINANCIAL SERVICES LLC

CRD#: 327555

NEW YORK, NY

Past

July 20, 2020 - July 1, 2024

CARTA CAPITAL MARKETS, LLC

CRD#: 304751

NEW YORK, NY

Past

October 7, 2010 - February 28, 2019

MUTUAL SECURITIES, INC.

CRD#: 13092

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(3/11/2025)

New York
(1/27/2025)

Exams

State Security Law Exam

Series 63

Date: 4/20/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 8/2/2012

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 10/6/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 7/19/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 24

Date: 11/16/2015

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PRE-IPO STREET INC.

BAGBY FINANCIAL SERVICES | PRE-IPO STREET INC. | CROSS CURRENT CAPITAL, INC. | BAGBY FINANCIAL SERVICES, INC.

CRD#: 173426 / SEC#: , 8-69539

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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Contact information

Main Address

732 Smithtown Bypass Suite 203, Smithtown, NY 11787

Mailing Address

732 Smithtown Bypass Suite 203, Smithtown, NY 11787

Phone number

(631) 595-5305

Established

Missouri since 11/22/1993

Firm type

Corporation

Fiscal year end

September

Firm Size

Small

# of Employees

FINRA licenses (2 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
BD 10, INC.	100% OWNER OF APPLICANT
PEREYRA, ALVARO LUIS	CEO	5578565
RAVISHANKAR, PRIYA	CCO	5789297
RUSSELL, SARAH DETLING	PRINCIPAL FINANCIAL OFFICER (PFO AND FINOP)	6727189

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Priya Ravishankar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Priya Ravishankar's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRE-IPO STREET INC.

ZL ZENITHAR (USA)

ELSEWARE FINANCIAL SERVICES LLC

CARTA CAPITAL MARKETS, LLC

MUTUAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/20/2012

Series 99TO

Date: 1/2/2023

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 8/2/2012

Series 7

Date: 10/6/2010

Series 14

Date: 7/19/2023

Series 24

Date: 11/16/2015

FINRA

Current Firm

PRE-IPO STREET INC.

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

PRE-IPO STREET INC.

TRUST BUT VERIFY

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