Pts Brokerage, LLC

Overview

Pts Brokerage, LLC is a Broker Dealer and registered investment adviser based in Mount Laurel, NJ, registered since 2002. It reports $132M in assets under management across 700 accounts, with 18 employees. Its 18 registered representatives work across 9 branch offices in 2 states.

Reported AUM

$132M

Discretionary

97%

Accounts

700

Average account

$188K

Employees

18

Registered reps

18

Branch offices

9

Registered since

2002

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets

Products and services

• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 2 of 2

• Brad William Schank Member, Chief Operating Officer, Chief Operations Officer CRD 5747196
• Jeremy John Schank Member, Chief Financial Officer, Chief Compliance Officer CRD 5702254

Registered reps 3 of 18

• Gary S Brotz Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4759732
• Mathew James Calamita Registered Rep CRD 3075982
• Timothy Daniel Collins Registered Rep · Investment Adviser Rep CRD 5203939

15 more registered reps, with emails, phones and branch locations

Location

Headquarters

125 Gaither Dr Ste C
Mount Laurel, NJ 08054

County

Burlington

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Branch offices

9 in 2 states, including Forked River, NJ, Gibbsboro, NJ and Cinnaminson, NJ

Registrations

• SEC and state registered, limited liability company formed in New Jersey
• Registered in 16 jurisdictions
• Website: ptsbrokerage.com

Every state, with registration dates

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