Brad Paul Tatar
Investment adviser representative at Greenup Street Wealth Management LLC
20 yearsExperience
2 statesRegistered in
$900.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Greenup Street Wealth Management LLCAug 2021 to now
- Spotlight Asset Group, Inc.Apr 2019 to now
- TD Ameritrade Investment Management, LLCFeb 2018 to Apr 2019
- TD Ameritrade, Inc.Feb 2018 to Apr 2019
- Scottrade, Inc.Feb 2006 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Greenup Street Wealth Management LLC
$900.4MAssets managed
973Clients
20Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5104579
- Firm CRD
- 311391