Siebert AdvisorNXT, LLC. logo

Siebert AdvisorNXT, LLC.

Updated today

Client assets under management

$391,509,579

Clients

973

10% high-net worth

Advisors

42

of 43 employees

Firm type

Multi Team

Clients per advisor

23

Very Low

Average account size

$402,374

About

Siebert AdvisorNXT provides investment management primarily to individuals — including high‑net‑worth clients — as well as families, trusts and certain business entities, delivering services through its AdvisorNXT web‑based wealth management platform, access to third‑party managers via Envestnet, and the FMAX platform. The firm offers managed programs that include asset allocation, flexible asset management, use of Independent Managers, and selective specialty strategies such as a covered‑call transition strategy.

The firm’s AdvisorNXT program uses a client risk‑tolerance questionnaire and an algorithmic implementation of Modern Portfolio Theory to construct portfolios of low‑cost ETFs and ETNs, and Siebert allocates client assets among mutual funds, ETFs, individual securities and Independent Managers. Accounts may be managed on either a discretionary or non‑discretionary basis, and the brochure indicates a substantial portion of assets are managed non‑discretionarily — a relatively uncommon feature for multi‑team advisory firms.

Siebert does not appear to offer a standalone financial planning service, instead emphasizing portfolio management, automated portfolio construction, and access to sub‑advisors and wrap‑fee platforms, with an adviser‑assisted Premier option that assigns a dedicated advisor. The firm’s combination of an MPT‑driven automated platform, access to third‑party discretionary managers, affiliated broker‑dealer relationships, and an option‑based transition strategy for qualified clients distinguishes its service mix from many peers.

Client services

Portfolio management Digital advisor

Expertise

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting

Fee options

Percentage

$0 - $500,000: 2.0% $500,000 - $1,000,000: 1.50% $1,000,000 - $4,000,000: 1.25% $4,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%

Main office location

Siebert AdvisorNXT, LLC.

300 Vesey Street, 5 Th Floor

New York NY 10282, United States

Number of offices

9

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gustav L

Series 63

New York, NY

Siebert AdvisorNXT, LLC.

Gustav Langford is a financial advisor with Siebert AdvisorNXT, LLC., holding a Series 63 designation and 27 years of industry experience. He has worked at Muriel Siebert & Co., Inc. and Stockcross Financial Services, Inc. Langford volunteers one hour per month at the Elkins Park Firehouse. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, using algorithmic portfolio construction based on Modern Portfolio Theory and offering both discretionary and non-discretionary account management.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Michael V

Series 63, Series 65, Series 66

Horsham, PA

Siebert AdvisorNXT, LLC.

Michael Vanni is an investment advisor representative at Siebert AdvisorNXT, LLC with 30 years of industry experience. He has worked at Muriel Siebert & Co., LLC since 2020 and previously spent 13 years at Stockcross Financial Services, Inc. He holds Series 63, Series 65, and Series 66 licenses. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with optional dedicated advisor support. The firm offers discretionary and non-discretionary management, utilizing ETFs and ETNs, and features strategies such as covered-call transitions alongside its automated Modern Portfolio Theory-based portfolios.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Marvin R

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Marvin Rivas is a financial advisor at Siebert AdvisorNXT, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Siebert AdvisorNXT and Muriel Siebert & Co., Inc. since 2021. Prior to his career in finance, he held positions at XPO Logistics, New Jersey Institute of Technology, CVS Pharmacy, and Elizabeth High School. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with dedicated advisor support. The firm offers both discretionary and non-discretionary account management and integrates strategies such as mean-variance optimization and covered-call transitions.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Zachary B

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Zachary Banks is a Series 66 licensed financial advisor at Siebert AdvisorNXT, LLC with two years of industry experience. He has worked at Muriel Siebert & Co., LLC and LPL Financial LLC, and previously at Rollstone Bank and Trust. Banks splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., serving as an investment advisory representative at both firms under common ownership. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors. The firm offers discretionary and non-discretionary account management and features strategies such as covered-call transitions alongside automated portfolios supported by human advisors.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

James L

Series 63, Series 65

Katy, TX

Siebert AdvisorNXT, LLC.

James Latimer is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Stockcross Financial Services, Inc., Tradestar Investments, Inc., and Fiserv Investor Services, Inc. since the late 1990s and early 2000s. Latimer serves as a dual employee and Investment Advisor Representative split between Siebert AdvisorNXT and Muriel Siebert & Co., LLC. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors. The firm offers discretionary and non-discretionary account management and features strategies such as covered-call transition for legacy holdings.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Jacqueline Y

CFP®

Beverly Hills, CA

Siebert AdvisorNXT, LLC.

Jacqueline Yapp is a CFP® professional with 12 years of industry experience. She is currently with Siebert AdvisorNXT, LLC., where she has worked since 2022. Prior to that, she was with Wealthsource Partners, LLC for six years and Avant Garde Advisors LLC for five years. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program and access to third-party sub-advisors. The firm combines algorithmic portfolio construction based on Modern Portfolio Theory with human advisor support and offers both discretionary and non-discretionary management options.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Lucky R

Series 66

Beverly Hills, CA

Siebert AdvisorNXT, LLC.

Lucky Radley is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously held a position at StockCross Financial Services. Radley splits his time between Muriel Siebert & Co. and Siebert AdvisorNXT, LLC, both affiliated with Siebert Financial Corporation. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, utilizing algorithmic portfolio construction combined with dedicated advisor support. The firm offers both discretionary and non-discretionary account management and features strategies such as covered-call transitions and automated portfolios based on Modern Portfolio Theory.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Colette E

Series 63, Series 65

Beverly Hills, CA

Siebert AdvisorNXT, LLC.

Colette Erasmus is an investment advisor representative at Siebert AdvisorNXT, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at StockCross Financial Services since 2010. Erasmus divides her time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors and dedicated investment representatives. The firm offers discretionary and non-discretionary account management and features strategies such as covered-call transitions and mean-variance optimization using ETFs and ETNs.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Rodney C

Series 63, Series 65

Boca Raton, FL

Siebert AdvisorNXT, LLC.

Rodney Carrasquillo is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at StockCross Financial Services since 2012 and Grace Financial Group LLC since 2007. He splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under common ownership by Siebert Financial Corporation. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to human advisor support and third-party managers. The firm offers discretionary and non-discretionary account management and features strategies such as covered-call transitions for legacy holdings.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Angelo G

Series 63, Series 65

Jersey City, NJ

Siebert AdvisorNXT, LLC.

Angelo Guerriero is an investment advisor representative at Siebert AdvisorNXT, LLC with 43 years of industry experience. He has been with Muriel Siebert & Co., Inc. since 1999 and splits his time evenly between that firm and Siebert AdvisorNXT, both of which are under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program. The firm uses algorithmic portfolio construction based on Modern Portfolio Theory and offers a combination of automated strategies with dedicated advisor support, managing accounts on both discretionary and non-discretionary bases.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Peter S

Series 63, Series 65

New York, NY

Siebert AdvisorNXT, LLC.

Peter Sosnowski is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Muriel Siebert & Co., Inc. and its affiliated entities since 1999. Sosnowski divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the same parent company. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors and dedicated investment adviser representatives. The firm offers discretionary and non-discretionary management, utilizing ETFs and ETNs within a framework informed by Modern Portfolio Theory.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Antonio S

Series 63, Series 66

Miami Beach, FL

Siebert AdvisorNXT, LLC.

Antonio Speciale is a financial advisor with Siebert AdvisorNXT, LLC., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Stockcross Financial Services Inc. since 2013. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, offering algorithmic portfolio construction combined with optional human advisor support and a range of discretionary and non-discretionary management options.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Mark M

Series 63, Series 65

New York, NY

Siebert AdvisorNXT, LLC.

Mark Malek is an investment advisor representative with Siebert AdvisorNXT, LLC and Muriel Siebert & Co., Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at multiple firms, such as Wealthsource Partners, Vellum Financial, Quantitative Insight Partners, and Praxis Insight Advisors. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both affiliates under Siebert Financial Corporation. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to dedicated investment advisors. The firm offers discretionary and non-discretionary account management, utilizing strategies such as mean-variance optimization with ETFs and ETNs, and maintains affiliations with in-house broker-dealer and custodial partners.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Kyle G

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Kyle Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC., holding a Series 66 license and two years of industry experience. He has been with Muriel Siebert & Co. since 2021, working full time split between Muriel Siebert & Co. and Siebert AdvisorNXT, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors and optional dedicated investment adviser representatives. The firm offers discretionary and non-discretionary management, with notable features including covered-call transition strategies and integration with an affiliated broker-dealer.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
user avatar

Sarah B

Series 63, Series 65

New York, NY

Siebert AdvisorNXT, LLC.

Sarah Braddock is an Investment Advisor Representative at Siebert AdvisorNXT, LLC with eight years of industry experience. She has worked at Searchlight Investments, LLC and Searchlight Financial Advisors since 2016 and 2017, respectively, and previously held roles at Baruch College and MSG Entertainment. She splits her time equally between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform combining algorithmic portfolio construction with dedicated advisor support. The firm offers discretionary and non-discretionary account management and access to third-party sub-advisors, with features such as covered-call transition strategies and integration with an affiliated broker-dealer.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting
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