Greenline Wealth Management

CRD 298397 · Boca Raton, FL · $117.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 298397
SEC number: 801-136186
Firm type: RIA
Assets under management: $117.0M as of Apr 2, 2026
Website: www.linkedin.com/company/greenline-wealth-management/about ↗
Phone: 561-405-6609
Address: 301 Yamato Road, Boca Raton, FL, 33431

Advisors at this firm

6 in our index · page 1 of 1

Joshua Edward CarelliCRD 5684477 · Boca Raton, FL

IA Registered
Christopher Nicholas GacomCRD 5910559 · Boca Raton, FL

IA RegisteredRegistration inactive
Stephen Vincent GagliardiCRD 6528854 · Boca Raton, FL

IA RegisteredRegistration inactive
Jack Alan GareyCRD 8172684 · Boca Raton, FL

IA Registered
Patrick Alan MccoyCRD 6037541 · Bellevue, KY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Matthew John PitzuloCRD 7712428 · Vernon Hills, IL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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