# Siebert AdvisorNXT

Siebert AdvisorNXT is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** Miami Beach, FL, United States
- **Founded:** 1967
- **Assets under management:** Undisclosed
- **Website:** siebert.com
- **LinkedIn:** https://linkedin.com/company/siebertfinancial

## Regulatory record

- **CRD number:** 288572
- **SEC file number:** 801-110718
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288572

## About

Siebert AdvisorNXT descends from Muriel Siebert's 1967 brokerage, established after she became the first woman to buy a seat on the New York Stock Exchange — a structural oddity that embedded a retail-trading DNA inside what later evolved into a registered investment advisor. The firm now operates from Miami Beach, advising individuals, high-net-worth families, trusts, corporations, and businesses, with a noticeable carve-out for public-safety professionals. Its website frames the offering through tailored portfolios for police officers, firefighters, military personnel, veterans, and their families, positioning the advisor as a specialist in occupational-financial planning rather than a generalist wealth manager. The deployment posture is traditionally retail-wealth: web-based portfolio management, asset allocation, retirement planning, and financial advisory services delivered through a team of advisors, brokers, and investment managers. Siebert supports employer-provided stock plans alongside direct retail accounts — a dual-channel model that funnels both corporate-plan participants and individual savers into its advisory ecosystem. The firm's public materials do not disclose direct-investment vehicles, co-investment programs, or institutional LP commitments, keeping its capital-allocation decisions internal and client-directed rather than manager-driven. Geographic focus defaults to the US domestic market, with no international-office disclosures or cross-border partnership mentions. Siebert AdvisorNXT does not publicly report assets under management, team size, or aggregate deployment figures, making precise scale unverifiable. The firm operates a multi-channel login infrastructure — separate portals for retail account holders, stock-plan participants, and Siebert.No adjacent vehicles, philanthropic foundations, or club memberships appear in public record. A May 2024 reporting period noted a Cloudflare outage affecting website access, reflecting standard operational dependency on third-party infrastructure without signaling strategic change. What distinguishes Siebert AdvisorNXT structurally is the persistence of a brokerage-license framework alongside its RIA registration — a hybrid posture that allows it to custody, execute, and advise under one roof. This combination is rare among wealth managers that typically shed their broker-dealer status in favor of pure advisory models. The Never Bet Against America portfolio series further differentiates the firm by tailoring asset allocations to the pension structures, shift-work income patterns, and statutory retirement ages of first responders, effectively operating as a niche financial-planning utility within the broader broker-dealer chassis.

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Last updated: 2026-08-11T02:43:31.692Z

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