Ralph Ivan Schellinger
Investment adviser representative at Pts Brokerage, LLC
21 yearsExperience
2 statesRegistered in
ChFC®Designation
$131.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Ralph I SchellingerMar 2013 to now
- Pts Brokerage, LLCApr 2005 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Pts Brokerage, LLC
Legal name: Professional Trading Services Brokerage, LLC
$131.7MAssets managed
495Clients
13Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2928399
- Firm CRD
- 119307