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).

Current Firm Details
Eastgate Business Center, 125 C Gaither Dr, Mount Laurel, NJ 08054
http://www.ptsbrokerage.com
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 11 - 15 of 15 top financial advisors.
11
Richard Schank, financial advisor Mount Laurel NJ
Richard W. Schank
CRD#: 1399230
125 Gaither Drive, Suite C, Mount Laurel, NJ 08054

Richard Schank (CRD# 1399230) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 24 years of experience in the finance industry.

12
Ralph Schellinger, financial advisor Cape May Court House NJ
Ralph I. Schellinger
CRD#: 2928399
Cape May Court House, NJ

Ralph Schellinger (CRD# 2928399) is an Investment Advisor Representative working at Pts Brokerage, LLC in Cape May Court House, NJ and has over 26 years of experience in the finance industry.

13
Philip Siciliano, financial advisor Lincroft NJ
Philip G. Siciliano
CRD#: 2578926
Lincroft, NJ

Philip Siciliano (CRD# 2578926) is an Investment Advisor Representative working at Pts Brokerage, LLC in Lincroft, NJ and has over 28 years of experience in the finance industry.

14
Arthur Troccoli, financial advisor Kendall Park NJ
Arthur M. Troccoli
CRD#: 6586574
Kendall Park, NJ

Arthur Troccoli (CRD# 6586574) is an Investment Advisor Representative working at Pts Brokerage, LLC in Kendall Park, NJ and has over 7 years of experience in the finance industry.

15
Jesse Kovacs, financial advisor Forked River NJ
Jesse T. Kovacs
CRD#: 5047161
Forked River, NJ

Jesse Kovacs (CRD# 5047161) is an Investment Advisor Representative working at Pts Brokerage, LLC in Forked River, NJ and has over 15 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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