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SIEBERT ADVISORNXT, LLC.

NEW YORK, NY · CRD 288572 · IAPD ↗ · siebertnxt.com · 800-872-0444

$391.5MRegulatory AUM
32Advisory reps
43Employees
0Clients
0Planning clients
0Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — SIEBERT ADVISORNXT, LLC. reported RAUM up 36% ($287.6M -> $391.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2026 — SIEBERT ADVISORNXT, LLC. grew from 24 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2026 — SIEBERT ADVISORNXT, LLC. notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2025 — SIEBERT ADVISORNXT, LLC. reported RAUM up 35% ($212.6M -> $287.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — SIEBERT ADVISORNXT, LLC. notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
September 2024 — SIEBERT ADVISORNXT, LLC. notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2024 — SIEBERT ADVISORNXT, LLC. notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — SIEBERT ADVISORNXT, LLC. notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — SIEBERT ADVISORNXT, LLC. moved its main office from JERSEY CITY, NJ to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
May 2024 — SIEBERT ADVISORNXT, LLC. added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
February 2024 — SIEBERT ADVISORNXT, LLC. changed its website from advisornxt.com to siebertnxt.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
40
February 2024 — SIEBERT ADVISORNXT, LLC. filed an Item 4A succession naming SIEBERT ADVISORNXT, INC. (CRD 288572) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
50
February 2024 — SIEBERT ADVISORNXT, LLC. shrank from 29 to 24 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
February 2024 — SIEBERT ADVISORNXT, INC. is now doing business as SIEBERT ADVISORNXT, LLC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
February 2024 — SIEBERT ADVISORNXT, LLC. reported RAUM up 30% ($163.6M -> $212.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.