Brad William Schank
Investment adviser representative at Pts Brokerage, LLC
25 yearsExperience
5 statesRegistered in
$131.7MFirm assets
Under 1 yearFirm in business
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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
25 years in the industry.
- Brad W SchankAug 2019 to now
- Pts Tax AdvisorsNov 2010 to now
- Pts Brokerage, LLCJan 2009 to now
- Professional Training ServicesJun 2001 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 5 states (FL, MD, NJ, PA, TX).
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
- 5747196
- Firm CRD
- 119307