Brad Tatar has been an investment adviser representative at Greenup Street Wealth Management since August 2021, and is not listed among the firm’s executive officers or direct owners. Brad Tatar holds a Bachelor of Arts in Business Marketing from the University of South Florida and a Financial Planning Certificate Program from Bryant University.
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.
Brad Tatar is Senior Vice President and Wealth Advisor of GreenUp Wealth Management, based in Tampa, Florida. For more than 20 years, he has specialized in working with clients who are in or nearing retirement. He began his career in financial services with Scottrade, Inc. and worked for some of the country's largest broker-dealers. Prior to joining GreenUp Wealth Management, he served as a managing director for an investment advisor.
Brad Tatar’s longest registration is the current one, 5 years at Greenup Street Wealth Management since 2021. Before joining Greenup Street Wealth Management in 2021, Brad Tatar was registered through Spotlight Asset Group and TD Ameritrade, Inc.
- – present · 5 yearsBradenton, FL · Adviser representative · Firm CRD 311391
- Spotlight Asset Group– · 2 yearsBradenton, FL · Adviser representative · Firm CRD 288076
- TD Ameritrade, Inc.– · 1 yearSarasota, FL · Adviser representative · Firm CRD 7870
- TD Ameritrade Investment Management, LLC– · 1 yearSarasota, FL · Adviser representative · Firm CRD 111514
- Scottrade Investment Management– · 1 yearBradenton, FL · Adviser representative · Firm CRD 169988
Investment adviser representative registrations
Brad Tatar is registered as an investment adviser representative in 2 states. The first approvals date from August 2021; the most recent is Florida, in October 2021.
- FloridaSince 13 October 2021
- TexasSince 10 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 June 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 October 2008 |
| Series 7 | General Securities Representative Examination | 31 August 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brad Paul Tatar
- CRD
- 5104579
- Firm
- Greenup Street Wealth Management · CRD 311391
- Office
- Bradenton, FL
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenupwealth.com
Where does Brad Tatar work?
Brad Tatar is an investment adviser representative registered through Greenup Street Wealth Management LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Brad Tatar a financial advisor?
Yes. Brad Tatar has a current investment-adviser registration in Florida and Texas, through Greenup Street Wealth Management since August 2021.
How many years of experience does Brad Tatar have?
Brad Tatar has 18 years in the financial industry, since August 2008, across 5 adviser firms.
What exams has Brad Tatar passed?
Brad Tatar has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 2008. FINRA credited Brad Tatar with the SIE, which began in October 2018.
Where did Brad Tatar work before Greenup Street Wealth Management?
Before Greenup Street Wealth Management, Brad Tatar was registered through Spotlight Asset Group, April 2019 to August 2021; TD Ameritrade, Inc., February 2018 to April 2019; TD Ameritrade Investment Management, LLC, February 2018 to April 2019; Scottrade Investment Management, June 2016 to February 2018.
Where is Brad Tatar based?
Brad Tatar’s registered office is in Bradenton, FL.
Is Brad Tatar registered with FINRA?
No. Brad Tatar has no current broker registration.
How can I verify Brad Tatar’s record?
Search CRD 5104579 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brad Tatar’s full registration record.
