Chase Garey has been an investment adviser representative at Greenline Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners. Chase Garey studied University of Tennessee at Knoxville.
Greenline Wealth Management LLC is a Boca Raton, FL firm with $117M under management, 247 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Chase M. Garey is an Advisor at Greenline Wealth Management, where he develops new client relationships and helps business owners evaluate and optimize their retirement plans. Before joining Greenline full-time, he completed two summer internships and a winter internship with the firm. He also interned with Morgan Stanley, where he worked with institutional 401(k) plans.
- Greenline Wealth ManagementCurrent– present · under a yearBoca Raton, FL · Adviser representative · Firm CRD 298397
Investment adviser representative registrations
Chase Garey is registered as an investment adviser representative in Florida, since August 2026.
- FloridaSince 10 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chase M Garey
- CRD
- 8114459
- Firm
- Greenline Wealth Management · CRD 298397
- Office
- 301 YAMATO ROAD, SUITE 3151, Boca Raton, FL 33431
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenlinewm.com
Where does Chase Garey work?
Chase Garey is an investment adviser representative registered through Greenline Wealth Management LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Chase Garey a financial advisor?
Yes. Chase Garey has a current investment-adviser registration in Florida, through Greenline Wealth Management since August 2026.
How many years of experience does Chase Garey have?
Chase Garey has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Chase Garey passed?
Chase Garey passed the Series 65 in July 2026.
Where is Chase Garey based?
Chase Garey’s registered office is in Boca Raton, FL.
Is Chase Garey registered with FINRA?
No. Chase Garey has no current broker registration.
How can I verify Chase Garey’s record?
Search CRD 8114459 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chase Garey’s full registration record.