PTS Brokerage, LLC
Firm details
- Headquarters
- Mt Laurel, New Jersey
- CRD number
- 119307
- Registered since
- September 11, 2026
- 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 an LLC and registered with the SEC (registered in 2026). The firm operates as a capital allocator serving individual and family clients through a mix of brokerage, advisory and insurance activity. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Ownership is listed as individual, and the firm charges clients through a combination of percentage of AUM, hourly fees, fixed fees and commissions. PTS does not identify as an active ESG investor and is not positioned as a multi‑state adviser.
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
3 of 4
Jeremy Schank
CFOCRD 5702254
Brad Schank
Managing member & COOCRD 5747196
Arthur Troccoli
CFO & PrincipalCRD 6586574
Contacts
3 of 14
Salvatore Marcello
Registered RepresentativeCRD 5665226
Timothy Collins
Registered RepresentativeCRD 5203939
John Kelly
Sole ProprietorCRD 5030214
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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