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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
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Dean B

Series 63, Series 65

Jersey City, NJ

Siebert AdvisorNXT, LLC.

Dean Bantis is an Investment Advisor Representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked at Spartan Capital Securities LLC since 2017 and previously at Dawson James Securities. Bantis divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individual clients, including high-net-worth individuals, families, trusts, and certain business entities through a web-based wealth management platform. The firm utilizes a risk-tolerance questionnaire and Modern Portfolio Theory to construct portfolios of low-cost ETFs and ETNs, combining algorithmic and adviser-assisted strategies with access to third-party managers and specialty options-based approaches.

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