Siebert AdvisorNXT, LLC. logo

Siebert AdvisorNXT, LLC.

Updated today

Client AUM

$391,509,579

Clients

973

Advisors

41

across 14 offices

About

Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts and business entities through investment supervisory services and a range of managed programs. The firm operates a web-based AdvisorNXT platform as well as access to third‑party managers (Envestnet, FMAX) and independent managers, and it provides both portfolio management and execution within a wrap-fee structure.

The firm’s AdvisorNXT program uses Modern Portfolio Theory and a risk‑tolerance questionnaire to build ETF/ETN‑based allocations and periodically rebalances portfolios, and Siebert also implements fundamental and technical strategies and sub‑advised solutions. Clients may engage Siebert on either a discretionary or non‑discretionary basis, complete an onboarding questionnaire, and receive periodic reviews (generally at least annually).

Compared with many multi‑team peers, Siebert reports a heavier reliance on non‑discretionary arrangements and does not position standalone financial planning or fixed‑fee arrangements as part of its core offerings. The firm’s mix of an automated MPT‑based platform with a negotiated asset‑based wrap fee, access to Envestnet/FMAX sub‑advisers, and a specialized covered‑call transition strategy for legacy portfolios are notable features highlighted in the brochure.

Client services

Portfolio management Digital advisor

Expertise

Active portfolio management Options & derivatives strategies Wealth management

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Fee options

Percentage

$0 - $500,000: 2.0% $500,001 - $1,000,000: 1.50% $1,000,001 - $4,000,000: 1.25% $4,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Subscriptions

AdvisorNXT Premier service fees negotiated between 0.25% and 2.50% annually

Main office

See office

300 Vesey Street, Suite 501

New York NY 10282

Advisors at this office

19

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

Also doing business as

Siebert Advisornxt, Inc. · Siebert Advisornxt, LLC.

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 bringing 28 years of industry experience. He previously worked at Muriel Siebert & Co., Inc. and Stockcross Financial Services, Inc. Langford is also a volunteer with the Elkins Park Firehouse. 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 AdvisorNXT platform combined with access to third-party and independent managers, employing Modern Portfolio Theory and various strategies within a wrap-fee structure.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Michael V

Series 63, Series 65, Series 66

Horsham, PA

Siebert AdvisorNXT, LLC.

Michael Vanni is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63, 65, and 66 credentials and bringing 31 years of industry experience. His career includes roles at Muriel Siebert & Co. LLC, Stockcross Financial Services, Inc., and Select Advisory Services, LLC. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory and risk-tolerance assessments to construct and manage ETF/ETN portfolios, offering both discretionary and non-discretionary solutions with access to third-party and independent managers.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Marvin R

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Marvin Rivas is a financial advisor with Siebert AdvisorNXT, LLC. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Equitable Advisors, XPO Logistics, New Jersey Institute of Technology, CVS Pharmacy, and Elizabeth High School. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform. The firm employs Modern Portfolio Theory with ETF/ETN allocations, offers access to third-party and independent managers, and combines automated portfolio management with negotiated wrap-fee structures.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Zachary B

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Zachary Banks is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Siebert AdvisorNXT, LLC. His prior roles include positions at Muriel Siebert & Co., LLC, LPL Financial, and Rollstone Bank and Trust. He is a dual employee of Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. 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. The firm employs Modern Portfolio Theory and risk-tolerance assessments to create and rebalance ETF/ETN-based portfolios, combining automated management with access to third-party and sub-advisory solutions.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

James L

Series 63, Series 65

Katy, TX

Siebert AdvisorNXT, LLC.

James Latimer Jr. is a financial advisor at Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at Stockcross Financial Services, Inc. and Tradestar Investments, Inc., and he has been affiliated with Fiserv Investor Services, Inc. for over two decades. Latimer splits his time evenly between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform and third-party managers to offer ETF/ETN-based allocations, fundamental and technical strategies, and sub-advised solutions, operating primarily within a wrap-fee structure.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Jacqueline Y

CFP®

Beverly Hills, CA

Siebert AdvisorNXT, LLC.

Jacqueline Yapp is a CFP® professional with 13 years of experience in financial advising. She is currently with Siebert AdvisorNXT, LLC. and previously worked at WealthSource Partners, LLC and Avant Garde Advisors LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform and access to third-party and independent managers. The firm applies Modern Portfolio Theory with risk-tolerance assessments to create ETF/ETN-based portfolios and offers both discretionary and non-discretionary management options.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

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.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Colette E

Series 63, Series 65

Beverly Hills, CA

Siebert AdvisorNXT, LLC.

Colette Erasmus is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Muriel Siebert & Co., LLC since 2018 and previously spent eight years at Stockcross Financial Services. Erasmus splits her time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and various managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory with ETF/ETN allocations, offering both discretionary and non-discretionary portfolio management alongside access to third-party and independent sub-advisers.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Rodney C

Series 63, Series 65

Boca Raton, FL

Siebert AdvisorNXT, LLC.

Rodney Carrasquillo is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Stockcross Financial Services for eight years before joining Muriel Siebert & Co. in 2020. He works full time split between Muriel Siebert & Co. and Siebert AdvisorNXT as an Investment Advisor Representative. 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 combining Modern Portfolio Theory, third-party managers, and fundamental and technical strategies within a wrap-fee structure.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Angelo G

Series 63, Series 65

Jersey City, NJ

Siebert AdvisorNXT, LLC.

Angelo Guerriero is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Muriel Siebert & Co., Inc. since 1999. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based portfolio management platform with access to third-party and independent managers, using a mix of Modern Portfolio Theory, fundamental and technical strategies, and sub-advised solutions.

Active portfolio management Options & derivatives strategies Wealth management
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 40 years of industry experience. He has worked extensively with Muriel Siebert & Co., Inc. and its affiliates since 1999. Sosnowski divides his time equally between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a Modern Portfolio Theory–based platform combined with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Antonio S

Series 63, Series 66

Miami Beach, FL

Siebert AdvisorNXT, LLC.

Antonio Speciale is a financial advisor with Siebert AdvisorNXT, LLC. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Siebert AdvisorNXT, he worked at Stockcross Financial Services Inc. for 13 years. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based AdvisorNXT platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Active portfolio management Options & derivatives strategies Wealth management
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 registrations. He has 16 years of industry experience, including roles at Muriel Siebert & Co., Siebert Investment Advisors, WealthSource Partners, Vellum Financial, Quantitative Insight Partners, and Praxis Insight Advisors. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs, utilizing a web-based platform and third-party managers. The firm combines Modern Portfolio Theory‑based ETF/ETN allocations with fundamental and technical strategies, offering both discretionary and non-discretionary portfolio management.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Kyle G

Series 66

New York, NY

Siebert AdvisorNXT, LLC.

Kyle Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC. He holds the Series 66 designation and has three years of industry experience, all with Muriel Siebert & Co. and Siebert AdvisorNXT. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based AdvisorNXT platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Sarah B

Series 63, Series 65

New York, NY

Siebert AdvisorNXT, LLC.

Sarah Braddock is an investment advisor with Siebert AdvisorNXT, LLC and holds Series 63 and Series 65 licenses. She has nine years of industry experience, including roles at Searchlight Investments, LLC and Searchlight Financial Advisors. She divides her time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the same parent company. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm uses a web-based platform incorporating Modern Portfolio Theory, ETF/ETN allocations, and access to third-party managers, offering discretionary and non-discretionary portfolio management within a wrap-fee structure.

Active portfolio management Options & derivatives strategies Wealth management
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