Beverly Hills, CA 9464 Wilshire Blvd Office

Team
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Siebert AdvisorNXT, LLC.

Multi-team

Firm-wide stats for Siebert AdvisorNXT, LLC.

Total advisors

41

Across 14 offices

Clients per advisor

24 Very Low

Avg AUM per client

$402,374 Low

HNW client ratio

10% Low

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.

Based on Siebert AdvisorNXT, LLC.

Expertise

Active portfolio management Options & derivatives strategies Wealth management

Based on Siebert AdvisorNXT, LLC.

Location

9464 Wilshire Blvd

Beverly Hills CA 90212

Advisors at this office

4

Advisors at this office

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

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.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

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.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

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.

Active portfolio management Options & derivatives strategies Wealth management
View complete list of advisors at this office
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