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Peter Marcello

Pts Brokerage, LLC
23 Years of Experience
Mount Laurel, NJ
BrokerSells Insurance
View SEC Summary
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Peter Marcello is a registered investment advisor at Pts Brokerage, LLC, based in Mount Laurel, NJ, with 23 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 495 clients with $130M in assets under management.

Pts Brokerage, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
495 clients
Average Client Portfolio
$266K average
Assets Under Management
$131.7M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2M+0.75%

Fees are negotiable depending on the type of service chosen. Mutual fund portfolios and accounts managed by other advisors generally incur a flat 1% management fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

125 Gaither Drive, Suite C, Mount Laurel, NJ, 08054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Peter writes life insurance, long-term care, and fixed annuities, dedicating a few hours per week to this activity. He also fills out tax returns for The 3MP Group for a few hours per week during tax season and is a general partner at JCC Financial Network, LP, focusing on real estate and small business acquisitions, dedicating minimal time.

Employment History
Current Registrations
Pts Brokerage, LLC
August 2006 - Present · 20 yrs 2 mos
Pts Brokerage, LLCBroker
March 2006 - Present · 20 yrs 7 mos
Previous Registrations
Usallianz Securities, INC.Broker
December 2005 - April 2006 · 4 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2004 - December 2005 · 1 yr 4 mos
Park Avenue Securities LLCBroker
March 2003 - August 2004 · 1 yr 5 mos
State Registrations8 states
DEFLMDNCNJPAVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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