PTS Brokerage, LLC
Firm details
- Headquarters
- Mt Laurel, New Jersey
- CRD number
- 119307
- Registered since
- August 1, 2002
- Website
- www.ptsbrokerage.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, ADP BROKER-DEALER, INC., ASCENSUS TRUST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals92.94%
- HNWI5.92%
- Corporations / Businesses1.14%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
PTS Brokerage, LLC is an independent broker-dealer organized as a limited liability company and SEC-registered since 2002. The firm serves individual and family clients and operates as both a broker-dealer and an insurance broker while also providing advisory services such as financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm identifies itself as a capital allocator and uses a mix of fee arrangements (percentage of AUM, hourly and fixed fees) alongside commission-based compensation. PTS does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds2%
- Derivatives1%
Owners & executives
2 of 2
Kenneth Gertie
CEOCRD 4609062
Jeremy Schank
CFOCRD 5702254
Contacts
3 of 16
Mathew Calamita
President and OwnerCRD 3075982
John Kelly
Sole ProprietorCRD 5030214
Gary Brotz
PartnerCRD 4759732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mt Laurel, NJ
Burlington
Location
Mt Laurel, NJ
Headquartered in Mt Laurel, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- Eastgate Business Ctr C Gait Dr
- Time zone
- ET (UTC-5)
- Office locations
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