Jersey City, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Siebert AdvisorNXT, LLC.
Multi-team
Firm-wide stats for Siebert AdvisorNXT, LLC.
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
Based on Siebert AdvisorNXT, LLC.
Location
15 Exchange Place
Jersey City NJ 07302
Advisors at this office
2
Advisors at this office
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.
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 registrations and having 11 years of industry experience. He has worked at Spartan Capital Securities LLC since 2017 and Dawson James Securities in 2016-2017. He is a dual employee of Siebert AdvisorNXT and Muriel Siebert & Co., operating under the same parent company. 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 incorporating Modern Portfolio Theory and risk-tolerance assessments to build and rebalance ETF/ETN-based portfolios, combining automated management with access to third-party and independent sub-advisers.
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