Salvatore Marcello, financial advisor Mount Laurel NJ

Salvatore Marcello

CRD Number: 5665226
Current Firm: Pts Brokerage, LLC

Salvatore Marcello (CRD# 5665226) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
State Of Nj - Dept Of Law & Public Safety Trenton, NJ May 2012 - Current 11
Self Employed Hamilton, NJ Sep 2009 - Current 14
Pts Brokerage, LLC Mt Laurel, NJ Apr 2009 - Current 14
3mp Group Hamilton, NJ Jan 1995 - Current 29
Charglotz Usa Lawrenceville, NJ Jun 2012 - Nov 2016 4
Celtic Financial Group, LLC Bordentown, NJ May 2013 - Jun 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Salvatore F. Marcello
Phone Number: 856-802-9400
Registered State(s):
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    81
    MILLIONS
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $144,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, FL, NJ, NY, PA

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