Siebert Advisornxt, LLC.
● SEC registered since 2017CRD 288572SEC# 801-110718New York, NY
Reg. AUM
$391.5M
Employees
43
Accounts
973
Location
New York, NY
About Siebert Advisornxt
Siebert AdvisorNXT is a registered investment adviser providing discretionary investment management and wealth management for a fee. It offers goal prioritization, portfolio recommendations, and wrap fee program proposals based on client risk profiles.
Summary based on the firm’s website.
Siebert Advisornxt, LLC. assets under management
Siebert Advisornxt, LLC. is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2017. It reports $391.5 million in regulatory assets under management and employs 43 people.
Siebert Advisornxt, LLC. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Henry Reich | Chief Financial Officer | Under 5% | 2018 |
| Barbara Dunne Villella | Cco & Amlco | Under 5% | 2022 |
| Mark Peter Malek | Chief Investment Officer | Under 5% | 2017 |
| Peter James Sosnowski Control | Ceo/Chief Operating Officer | Under 5% | 2022 |
| Siebert Financial Corporation Control | Public Holding Company | Over 75% | 1996 |
Frequently asked questions
How much does Siebert Advisornxt, LLC. manage?
Siebert Advisornxt, LLC. reports $391.5 million in regulatory assets under management on its Form ADV.
How many employees does Siebert Advisornxt, LLC. have?
Siebert Advisornxt, LLC. reports 43 employees.
Where is Siebert Advisornxt, LLC. located?
Siebert Advisornxt, LLC. is based in New York, NY and has been SEC-registered since 2017.
Does Siebert Advisornxt, LLC. disclose fund performance?
Siebert Advisornxt, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Vesey Street, 5th Floor, New York, NY 10282 |
| Phone | 800-872-0444 |
| Fax | 212-486-2784 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$391.5M▲ 84%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,389 advisers
EmployeesTop 14%
More than 86% of 16,799 advisers
Assets under management
$391.5Mregulatory AUM
Discretionary $0Non-discretionary $391.5M