Pts Brokerage, LLC

Pts Brokerage, LLC (CRD# 119307) is a financial advisory firm headquartered in Mount Laurel, NJ. They manage $24,400,000 in 335 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    335
    ACCOUNTS
  • Average Account Value
    $72,836
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA

Financial Advisors at Pts Brokerage, LLC
Showing 1 - 10 of 18 top financial advisors.
1
John C. Kelly
CRD#: 5030214
Pitman, NJ
96
Wealthminder
score

John Kelly (CRD# 5030214) is an Investment Advisor Representative working at Pts Brokerage, LLC in Pitman, NJ and has over 10 years of experience in the finance industry.

2
James M. Pecka
CRD#: 5144919
Eastgate Business Center, 125 C Gaither Dr, Mount Laurel, NJ 08054
96
Wealthminder
score

James Pecka (CRD# 5144919) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 10 years of experience in the finance industry. James Pecka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Janice M. Schank
CRD#: 1401090
Eastgate Business Center, 125 C Gaither Dr., Mount Laurel, NJ 08054
96
Wealthminder
score

Janice Schank (CRD# 1401090) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 10 years of experience in the finance industry.

4
Richard W. Schank
CRD#: 1399230
Eastgate Business Center, 125 C Gaither Dr., Mount Laurel, NJ 08054
96
Wealthminder
score

Richard Schank (CRD# 1399230) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 17 years of experience in the finance industry. Richard Schank has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gary S. Brotz
CRD#: 4759732
Eastgate Business Center, 125 C Gaither Dr., Mount Laurel, NJ 08054
93
Wealthminder
score

Gary Brotz (CRD# 4759732) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 12 years of experience in the finance industry.

6
Timothy D. Collins
CRD#: 5203939
Whiting, NJ
93
Wealthminder
score

Timothy Collins (CRD# 5203939) is an Investment Advisor Representative working at Pts Brokerage, LLC in Whiting, NJ and has over 10 years of experience in the finance industry.

7
Hugh S. Goldfin
CRD#: 3171999
Sicklerville, NJ
93
Wealthminder
score

Hugh Goldfin (CRD# 3171999) is an Investment Advisor Representative working at Pts Brokerage, LLC in Sicklerville, NJ and has over 11 years of experience in the finance industry.

8
Richard C. Malesich
CRD#: 2944797
Eastgate Business Center, 125 C Gaither Dr., Mount Laurel, NJ 08054
93
Wealthminder
score

Richard Malesich (CRD# 2944797) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 19 years of experience in the finance industry.

9
Peter Marcello
CRD#: 4627853
Eastgate Business Center, 125 C Gaither Dr, Mount Laurel, NJ 08054
93
Wealthminder
score

Peter Marcello (CRD# 4627853) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 11 years of experience in the finance industry.

10
Salvatore F. Marcello
CRD#: 5665226
Eastgate Business Center, 125 C Gaither Dr., Mount Laurel, NJ 08054
93
Wealthminder
score

Salvatore Marcello (CRD# 5665226) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 7 years of experience in the finance industry.

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