Brad Paul Tatar
Investment Adviser Representative at Greenup Street Wealth Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brad Paul Tatar is an investment adviser representative with Greenup Street Wealth Management LLC in Bradenton, FL, where they have been registered since 2021. They have worked in the securities industry since 2008 and have been registered with 5 firms, including Spotlight Asset Group and TD Ameritrade, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Scottrade, Inc.Feb 2006 – Apr 2019Tampa, FL
- TD Ameritrade, Inc.Feb 2018 – Apr 2019Sarasota, FL
- TD Ameritrade Investment Management, LLCFeb 2018 – Apr 2019Omaha, NE
- Spotlight Asset Group, Inc.Apr 2019 – no end date reportedOakbrook Terrace, IL
- Greenup Street Wealth Management LLCAug 2021 – no end date reportedAnn Arbor, MI
- Greenup Street Wealth ManagementAug 2021 – no end date reportedAnn Arbor, MI
- ScottradeFeb 2006 – Apr 2019St. Louis, MO
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Greenup Street Wealth Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- $0 - $500,0001.25%
- $500,001 - $2,000,0001.00%
- $2,000,001 - $5,000,0000.85%
- $5,000,001 - $10,000,0000.70%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Overland Park, KS
- SEC file number:
- 801-122080
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 13, 2026
View full firm profileOther advisors at Greenup Street Wealth Management LLC
Showing 12 of 20 in the directory
Similar advisors in Bradenton, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brad Paul Tatar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched