Professional Trading Services Brokerage, Llc
- Regulatory AUM
- $132M
- Discretionary
- $128M
- Clients
- 495
- Avg AUM / client
- $266K
- Accounts
- 700
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 495 | $122M | 92.9% |
| High net worth individuals | Fewer than 5 clients | $7.8M | 5.92% |
| Corporations and other businesses | Fewer than 5 clients | $1.5M | 1.14% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ralph Ivan Schellinger | Registered representative | Chartered Financial Consultant | Nov 2005 (21y) | |
| John C Kelly | Registered representative | Chartered Financial Consultant | May 2006 (20y) | |
| Peter Marcello | Registered representative | Aug 2006 (20y) | ||
| Philip Gino Siciliano | Registered representative | Sep 2006 (20y) | ||
| Gary Scott Brotz | Registered representative | Oct 2006 (20y) | ||
| Jeremy John Schank | Registered representative | Oct 2009 (17y) | ||
| Salvatore Frank Marcello | Registered representative | May 2010 (16y) | ||
| Brad William Schank | Registered representative | May 2010 (16y) | ||
| Richard Christopher Malesich | Registered representative | Feb 2011 (16y) | ||
| Timothy Daniel Collins | Registered representative | Jan 2013 (14y) | ||
| Jeffrey Scott Hahn | Registered representative | Chartered Financial Consultant | Apr 2017 (9y) | |
| Arthur M Troccoli | Registered representative | Mar 2018 (8y) | ||
| Kenneth J Gertie | Registered representative | Feb 2021 (5y) | ||
| Jesse Todd Kovacs | Registered representative | Jun 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $104M (79% of AUM) Jul 2026
- Interactive Brokers $1.5M (1% of AUM) Jul 2026
- Adp Broker Dealer, Inc. $1.1M (1% of AUM) Jul 2026
- Ascensus Broker Dealer Services, Llc $220K (0% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 10, 2026.
View current Form ADV (SEC/IAPD) ↗