Arthur Troccoli (CRD# 6586574) is an Investment Advisor Representative working at Pts Brokerage, LLC in Kendall Park, NJ and has over 7 years of experience in the finance industry.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Procfo Partners | New York, NY | Apr 2024 - Current | < 1 |
| Pts Brokerage, LLC | Mount Laurel, NJ | Feb 2018 - Current | 6 |
| Lehigh Valley Public Telecommunications (pbs39) | Bethlehem, PA | Feb 2017 - Mar 2024 | 7 |
| Unemployed | Kendall Park, NJ | Aug 2016 - Feb 2017 | < 1 |
| Questar Capital Corporation | Minneapolis, MN | Dec 2015 - Aug 2016 | < 1 |
| Roster Financial LLC | Mount Laurel, NJ | May 2010 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- NJ
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts556ACCOUNTS
-
Average Account Value$144,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, FL, NJ, NY, PA
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