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 and limited liability company that serves individual and family clients with a mix of brokerage, advisory and insurance services. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a selector of third-party advisers. Its compensation model is a hybrid of asset-based fees, hourly and fixed fees, and commissions. The organization is owner-led, has operated since its 2002 SEC registration, and functions as a registered representative/insurance broker in addition to its broker-dealer activities.
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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