Unclaimed Profile

Alexander Lawrence Fishman

GREENUP STREET WEALTH MANAGEMENT LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 63, Series 66Clean record12 years registeredGREENUP STREET WEALTH MANAGEMENT LLC

7300 W 110TH STREET, OVERLAND PARK, KS 66210CRD# 5387047Firm CRD# 311391

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexander Lawrence Fishman · OVERLAND PARK, KS

Registration

CRD #5387047 · GREENUP STREET WEALTH MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

GREENUP STREET WEALTH MANAGEMENT LLC

Jan 2022 – present

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Mar 2018 – Mar 2021

KANSAS CITY, MO

SCOTTRADE INVESTMENT MANAGEMENT

Mar 2014 – Nov 2016

SAINT LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · March 25, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREENUP STREET WEALTH MANAGEMENT LLC

CRD 311391 · SEC 801-122080

AUM

$511M

Regulatory assets under management

Employees

1,697 client accounts

Services offered by GREENUP STREET WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREENUP STREET WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Alexander Lawrence Fishman offer?

Alexander Lawrence Fishman specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Alexander Lawrence Fishman's credentials?

Alexander Lawrence Fishman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexander Lawrence Fishman located?

Alexander Lawrence Fishman is based in OVERLAND PARK, Kansas, working with GREENUP STREET WEALTH MANAGEMENT LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Alexander Lawrence Fishman charge for services?

Alexander Lawrence Fishman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREENUP STREET WEALTH MANAGEMENT LLC?

GREENUP STREET WEALTH MANAGEMENT LLC has approximately 15 employees and manages $511M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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