Adviser and broker representative · Pts Brokerage, LLC
Ralph I. Schellinger
CRD 2928399 · Cape May Courthouse, NJ
At a glance
Ralph I. Schellinger is an investment adviser representative with Pts Brokerage, LLC in Cape May Courthouse, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ralph’s SEC record dates to 2005, about 20 years ago. Ralph is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Pts Brokerage, LLCSince November 2005Cape May Courthouse, NJ · $132M in regulatory assets
SEC adviser record
- Registered since
- 2005 (20 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ralph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.