Peter Marcello (CRD# 4627853) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 18 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peter Marcello | Bordentown, NJ | Jun 2016 - Current | 7 |
| Jcc Financial Network LP | Bordentown, NJ | Aug 2008 - Current | 15 |
| Pts Brokerage, LLC | Mt. Laurel, NJ | Mar 2006 - Current | 18 |
| 3mp Group | Hamilton, NJ | Jan 2002 - Current | 22 |
| New Jersey State Police | West Trenton, NJ | Aug 1999 - Current | 24 |
| Celtic Financial Group | Bordentown, NJ | Dec 2008 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- FL
- NJ
- PA
-
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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