Pts Brokerage, LLC

Pts Brokerage, LLC (CRD# 119307) is a financial advisory firm headquartered in Mount Laurel, NJ. They manage $80,600,000 in 556 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

DE, FL, NJ, NY, PA

Financial Advisors at Pts Brokerage, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Gary S. Brotz
CRD#: 4759732
1103 Laurel Oak Road, Voorhees Township, NJ 08043

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.

2
Timothy D. Collins
CRD#: 5203939
Whiting, NJ

Timothy Collins (CRD# 5203939) is an Investment Advisor Representative working at Pts Brokerage, LLC in Whiting, NJ and has over 17 years of experience in the finance industry.

3
Kenneth J. Gertie
CRD#: 4609062
740 Route 130 N, Cinnaminson, NJ 08077

Kenneth Gertie (CRD# 4609062) is an Investment Advisor Representative working at Pts Brokerage, LLC in Cinnaminson, NJ and has over 20 years of experience in the finance industry.

4
Jeffrey S. Hahn
CRD#: 1659372
125 Gaither Drive, Suite C, Mount Laurel, NJ 08054

Jeffrey Hahn (CRD# 1659372) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 33 years of experience in the finance industry.

5
John C. Kelly
CRD#: 5030214
Pitman, NJ

John Kelly (CRD# 5030214) is an Investment Advisor Representative working at Pts Brokerage, LLC in Pitman, NJ and has over 17 years of experience in the finance industry.

6
Richard C. Malesich
CRD#: 2944797
125 Gaither Drive, Suite C, Mount Laurel, NJ 08054

Richard Malesich (CRD# 2944797) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 26 years of experience in the finance industry.

7
Peter Marcello
CRD#: 4627853
Eastgate Business Center, 125 C Gaither Dr, Mount Laurel, NJ 08054

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.

8
Salvatore F. Marcello
CRD#: 5665226
125 Gaither Drive, Suite C, Mount Laurel, NJ 08054

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.

9
Brad W. Schank
CRD#: 5747196
125 Gaither Drive, Suite C, Mount Laurel, NJ 08054

Brad Schank (CRD# 5747196) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 13 years of experience in the finance industry.

10
Jeremy J. Schank
CRD#: 5702254
125 Gaither Drive, Suite C, Mount Laurel, NJ 08054

Jeremy Schank (CRD# 5702254) 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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