Siebert Advisornxt, LLC

RIASEC RegisteredEst. 2017

Total AUM

$392M

Discretionary

$0

0% of AUM

Avg account

$402K

Accounts

973

Employees

43

Advisory reps

42

Firm details

Headquarters: New York, New York
CRD number: 288572
Registered since: July 11, 2017
Website: www.siebert.com
Fee structure: Percentage of AUM
Client types: Individuals53.31%
HNWI46.69%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Siebert Advisornxt, LLC is a non-independent retail registered investment adviser focused on portfolio management for individuals and small businesses. Founded as an LLC and SEC-registered since 2017, the firm services individual and family clients on a percentage-of-assets fee model. It reports affiliations with a broker-dealer, another investment adviser, and an insurance company, and it does not characterize itself as an active ESG investor or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities95%
Cash & Cash Equivalents5%

Owners & executives

3 of 5

Michael Colombino
Chief Financial OfficerCRD 4871852
Mark Malek
Chief Investment OfficerCRD 1999171
Monte Traficante
Chief Digital OfficerCRD 1277462

Unlock 2 more executives →

Contacts

3 of 37

Gary Gonzalez
Senior Vice PresidentCRD 4255202
Bruce Galbraith
Registered RepresentativeCRD 7136046
Lucky Radley
Registered RepresentativeCRD 6727024

Unlock 34 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 300 Vesey St
Time zone: ET (UTC-5)
Office locations

Similar firms

3b1 Partners, LLC

New York, NY

AUM $392MTEAM 4REPS 3

16th Amendment Advisors LLC

New York, NY

AUM $390MTEAM 8REPS 2

Ascend Interplay, LLC

New York, NY

AUM $390MTEAM 7REPS 9

Sandler Capital Management

New York, NY

AUM $395MTEAM 17REPS 10

Collaborative Capital Advisors LLC

New York, NY

AUM $388MTEAM 5REPS 6

Derby Copeland Capital

New York, NY

AUM $396MTEAM 18REPS 3

More RIAs in New York →All New York RIAs →