SIEBERT ADVISORNXT, LLC.

Overview

Siebert Advisornxt, LLC is a limited liability investment adviser that focuses on portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and targets individual and family clients. Registered in 2017, the firm’s structure is a domestic entity with an individual owner-type classification. Its ADV filing identifies portfolio management for individual/small business clients as the core advisory activity. Investment behaviors show a strong tilt toward public equities delivered through exchange-traded instruments and separately managed account (SMA) structures. The firm is not flagged as an active ESG investor, and it does not list pension consulting or family office services among its primary activities. Siebert Advisornxt also maintains industry ties to broker-dealers and insurance companies, and it uses third-party managers for selected alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices