A complete list of active advisors currently associated with Siebert AdvisorNXT, LLC.

Warmer can help you find a great advisor at Siebert AdvisorNXT, LLC. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Siebert AdvisorNXT, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.