CRD: 119307
PTS Brokerage, LLC
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- Custodian
- ADP · Ascensus · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2004
- Office Locations
- 11
Office Locations
About PTS Brokerage, LLC
PTS Brokerage, LLC is a New Jersey-based advisory firm serving retail and institutional clients with asset management, financial planning, and insurance solutions. The firm emphasizes asset allocation and risk management and primarily implements portfolios with ETFs and public funds. It operates across multiple offices and custody relationships, including Schwab and Fidelity/NFS, with Broadridge-supported operations.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRAD WILLIAM SCHANK
Chief Operating Officer
- CRD
- #5747196
- Ownership
- 50% but less than 75%
JEREMY JOHN SCHANK
Agent, Chief Compliance Officer, Chief Financial Officer
- CRD
- #5702254
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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GARY SCOTT BROTZ
--
- CRD
- #4759732
Mathew James Calamita
Owner
- CRD
- #3075982
Showing 2 of 18 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,000,000 | -- |
| Non-Discretionary | $3,700,000 | -- |
| Total | $131,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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