CRD: 288572
Siebert Advisornxt, Llc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-11-2017
- Office Locations
- 17
Office Locations
About Siebert Advisornxt, Llc.
Siebert AdvisorNXT offers managed portfolios that pair a dedicated wealth manager with SiebertNXT automatically rebalanced model portfolios, spanning conservative through aggressive stock/bond allocations. Built for goal-based planning (retirement, college, liquidity) with ongoing monitoring, quarterly check-ins, and tax-efficiency coordination with a client’s CPA. Custody includes Fidelity/NFS.
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Owner & Executives
MARK PETER MALEK
Advisor, Chief Investment Officer
- CRD
- #1999171
- Ownership
- Less than 5%
ANDREW HENRY REICH
Chief Financial Officer
- CRD
- #1966909
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Zachary Urban Banks
--
- CRD
- #7685947
DEAN CHRISTOPHER BANTIS
--
- CRD
- #6499083
Showing 2 of 42 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $391,509,579 | $402,374 |
| Total | $391,509,579 | $402,374 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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