Joshua Edward Carelli
Investment adviser representative at Greenline Wealth Management
10 yearsExperience
1 stateRegistered in
$117MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Greenline Insurance LLCFeb 2026 to now
- Greenline Wealth Management LLCFeb 2024 to now
- PNC BankAug 2022 to Dec 2023
- Aimpoint PensionMay 2018 to Jul 2022
- FirstbankMar 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Greenline Wealth Management
Legal name: Greenline Wealth Management LLC
$117MAssets managed
247Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5684477
- Firm CRD
- 298397