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Lucky R
Series 66
Beverly Hills, CA
Siebert AdvisorNXT, LLC.
Lucky Radley is a Series 66-licensed financial advisor at Siebert AdvisorNXT, LLC with nine years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and spent one year with StockCross Financial Services prior to that. Radley is a dual employee of Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based platform that applies Modern Portfolio Theory and risk-tolerance questionnaires to build ETF/ETN-based portfolios, and it offers both discretionary and non-discretionary management options.
Peter C
Series 63
Beverly Hills, CA
Siebert AdvisorNXT, LLC.
Peter Cunningham is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and 32 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2017 and previously spent 18 years at Stockcross. Cunningham divides his time between Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory with ETF/ETN allocations, combined with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.
Kamyar K
Series 63, Series 65
Beverly Hills, CA
Siebert AdvisorNXT, LLC.
Kamyar Kashfi is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Stockcross Financial Services, Inc. since 2005 and divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both subsidiaries of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities, offering investment supervisory services and managed programs through a web-based platform and access to independent and third-party managers. The firm utilizes Modern Portfolio Theory and a risk-tolerance questionnaire to construct ETF/ETN-based portfolios, with both discretionary and non-discretionary engagement options.
David B
Series 66, Series 63
Beverly Hills, CA
Siebert AdvisorNXT, LLC.
David Bender is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Muriel Siebert & Co., Inc. since 2017 and StockCross Financial Services since 2010. He is a dual employee of Muriel Siebert & Co., LLC and Siebert AdvisorNXT, splitting his time evenly between both firms. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform and third-party managers, applying Modern Portfolio Theory and risk-tolerance questionnaires to construct ETF/ETN-based portfolios with rebalancing and offers both discretionary and non-discretionary management options.
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