Joshua Carelli has been an investment adviser representative at Greenline Wealth Management since February 2024, and is not listed among the firm’s executive officers or direct owners.
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.
- Greenline Wealth ManagementCurrent– present · 2 yearsBoca Raton, FL · Adviser representative · Firm CRD 298397
Investment adviser representative registrations
Joshua Carelli is registered as an investment adviser representative in Florida, since February 2024.
- FloridaSince 26 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Edward Carelli
- CRD
- 5684477
- Firm
- Greenline Wealth Management · CRD 298397
- Office
- 301 YAMATO ROAD, SUITE 3151, Boca Raton, FL 33431
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Carelli work?
Joshua Carelli is an investment adviser representative registered through Greenline Wealth Management LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Carelli a financial advisor?
Yes. Joshua Carelli has a current investment-adviser registration in Florida, through Greenline Wealth Management since February 2024.
How many years of experience does Joshua Carelli have?
Joshua Carelli has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Joshua Carelli passed?
Joshua Carelli passed the Series 65 in February 2024.
Where is Joshua Carelli based?
Joshua Carelli’s registered office is in Boca Raton, FL.
Is Joshua Carelli registered with FINRA?
No. Joshua Carelli has no current broker registration.
How can I verify Joshua Carelli’s record?
Search CRD 5684477 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Carelli’s full registration record.