Advisors at this firm
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.