Joshua Edward Carelli

Employer firm

Greenline Wealth Management CRD 298397

$117M regulatory AUM 143 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2024 → Present
  Greenline Wealth Management Llc
  Boca Raton, FL
• 08/2022 → 12/2023
  Pnc Bank
  Fort Lauderdale, FL
• 05/2018 → 07/2022
  Aimpoint Pension
  Lauderdale By The Sea, FL
• 03/2016 → 04/2018
  Firstbank
  Pompano Beach, FL
• 02/2026 → Present
  Greenline Insurance Llc
  Boca Raton, FL

Other Businesses

Greenline Insurance LLC; investment related; Boca Raton, FL; Insurance agency; insurance agent; started 02/2026; 2 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-12