Salvatore Frank Marcello

Employer firm

Pts Brokerage, LLC CRD 119307

$132M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1995 → Present
  3Mp Group
  Hamilton, NJ
• 04/2009 → Present
  Pts Brokerage, Llc
  Mt Laurel, NJ
• 09/2009 → Present
  Self Employed
  Hamilton, NJ
• 05/2012 → Present
  State Of Nj - Dept Of Law & Public Safety
  Trenton, NJ
• 06/2012 → 11/2016
  Charglotz Usa
  Lawrenceville, NJ

Other Businesses

1.3MP GROUP LLC-311 White Horse Avenue, Suite C, Hamilton, NJ 08610. NOT INVESTMENT RELATED. NATURE OF BUSINESS: TAX PREPERATION. POSITION: PARTNER. START DATE: 1995 APPROX # OF HOURS PER MONTH: 15-20HRS. HOURS SPENT WORKING ARE NOT DURING TRADING HOURS. DUTIES INCLUDE: TAX PREPERATION AND BOOKKEEPING. 2. SELF EMPLOYED - 311 White Horse Avenue, Suite C, Hamilton, NJ 08610. NATURE:LIFE, HEALTH INS SALES.POSITION: SOLE PROPRIETOR, INS AGENT.STARTED 9/14/09. APPROX 40HRS/MTH NONE DURING TRADE. 3. STATE OF NJ - DEPT OF LAW & PUBLIC SAFETY PO BOX 080 TRENTON, NJ 08625-0080. POSITION: Administration Analyst - FISCAL RESOURCES. NATURE: GOVERNMENT ACCOUNTING. DUTIES: ACCOUNTING AND BUDGETING FOR FEDERAL AND STATE GRANTS. STARTED: 5/17/12. HRS/MTH 40 ALSO DURING TRADE TIME.NOT INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-10
• S63 Uniform Securities Agent State Law Examination
  2009-08-06

Other Names

• Salvatore Frank Marcello