Alexander Lawrence Fishman
Investment adviser representative at Greenup Street Wealth Management LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Greenup Street Wealth Management LLCMar 2021 to now
- Greenup Wealth ManagementMar 2021 to now
- American Century Investment Services, Inc.Mar 2018 to Mar 2021
- American Century InvestmentsMar 2018 to Feb 2021
- Financial EnginesNov 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 5387047
- Firm CRD
- 311391