Gary Brotz (CRD# 4759732) is an Investment Advisor Representative working at Pts Brokerage, LLC in Voorhees Township, NJ and has over 19 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pts Brokerage, LLC | Mount Laurel, NJ | Oct 2006 - Current | 17 |
| G. Scott Brotz | Lumberton, NJ | Jul 2004 - Current | 19 |
| Sharer Petree Brotz & Snyder | Voorhees, NJ | Oct 1993 - Current | 30 |
| G. Scott Brotz | Lumberton, NJ | Jan 1985 - Current | 39 |
| Flex Gym, Inc. | Edgewater Park, NJ | Apr 1993 - Dec 2014 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- DE
- FL
- NJ
- PA
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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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