Siebert Advisornxt, LLC
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
FINTRXOverview
Siebert Advisornxt, LLC is an SEC-registered limited liability company that began registration in 2017 and operates as a non-independent retail registered investment adviser. The firm serves individual and family clients and delivers portfolio management services for individuals and small businesses on a fee basis tied to assets under management. It does not position itself as a capital allocator or an active ESG investor. Reported corporate affiliations include a broker-dealer, another investment adviser, and an insurance company, and the firm is owned as a domestic entity/individual structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
3 of 5
Barbara Villella
Chief Compliance OfficerCRD 1719722

Michael Colombino
Chief Financial OfficerCRD 4871852

Monte Traficante
Chief Digital OfficerCRD 1277462
Contacts
3 of 37
David Bender
SVP, Managing DirectorCRD 1083236
Kyle Gonzalez
InternCRD 7735719

Zachary Banks
Customer Service RepresentativeCRD 7685947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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