Anthony Schmitt has been CEO of Greenup Street Wealth Management since March 2021, is a control person of the firm and directly owns between 10% and 25% of it.
Greenup Street Wealth Management LLC is an Overland Park, KS firm with $900M under management, 973 clients and 18 advisers across 3 offices, as of its April 2026 filing.
Tony Schmitt is CEO of GreenUp Wealth Management, based in St. Louis, Missouri. He brings over 25 years' experience in the financial services industry. He has worked with some of the largest firms in the industry and most recently served as the President of a national investment advisory firm.
Anthony Schmitt’s longest registration is the current one, 5 years at Greenup Street Wealth Management since 2021. Before joining Greenup Street Wealth Management in 2021, Anthony Schmitt was registered through Regal Advisory Services, Inc. and Spotlight Asset Group.
- – present · 5 yearsOverland Park, KS · Adviser representative · Firm CRD 311391
- Regal Advisory Services, Inc.– · 1 yearSt. Louis, MO · Adviser representative · Firm CRD 123842
- Spotlight Asset Group– · 1 yearBrentwood, TN · Adviser representative · Firm CRD 288076
- Scottrade Investment Management– · 3 yearsChesterfield, MO · Adviser representative · Firm CRD 169988
- Amerivest Investment Management, LLC– · 3 yearsChesterfield, MO · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 3 yearsChesterfield, MO · Adviser representative · Firm CRD 7870
Investment adviser representative registrations
Anthony Schmitt is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2021; the most recent is Missouri, in August 2021.
- MissouriSince 27 August 2021
- TexasResidentSince 5 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 29 December 2014 |
| Series 66 | Uniform Combined State Law Examination | 11 May 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 February 2003 |
| Series 7 | General Securities Representative Examination | 18 February 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Anthony Michael Schmitt
- CRD
- 3168815
- Firm
- Greenup Street Wealth Management · CRD 311391
- Role
- CEO
- Office
- 7300 W 110TH STREET, SUITE 700, Overland Park, KS 66210
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenupwealth.com
Where does Anthony Schmitt work?
Anthony Schmitt has been CEO of Greenup Street Wealth Management LLC since March 2021, and is a control person of the firm.
Is Anthony Schmitt a financial advisor?
Yes. Anthony Schmitt has a current investment-adviser registration in Missouri and Texas, through Greenup Street Wealth Management since May 2021.
How many years of experience does Anthony Schmitt have?
Anthony Schmitt has 23 years in the financial industry, since July 2003, across 6 adviser firms.
What exams has Anthony Schmitt passed?
Anthony Schmitt has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 24. The earliest, the Series 7, was passed in February 2003. FINRA credited Anthony Schmitt with the SIE, which began in October 2018.
Where did Anthony Schmitt work before Greenup Street Wealth Management?
Before Greenup Street Wealth Management, Anthony Schmitt was registered through Regal Advisory Services, Inc., November 2019 to April 2021; Spotlight Asset Group, March 2018 to August 2019; Scottrade Investment Management, March 2014 to March 2018; Amerivest Investment Management, LLC, May 2010 to November 2013; TD Ameritrade, Inc., May 2010 to November 2013.
Where is Anthony Schmitt based?
Anthony Schmitt’s registered office is in Overland Park, KS.
Is Anthony Schmitt registered with FINRA?
No. Anthony Schmitt has no current broker registration.
How can I verify Anthony Schmitt’s record?
Search CRD 3168815 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Schmitt’s full registration record.
