Alec
Stevenson

Siebert Advisornxt, LLC

CRD#6949579
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Alec Stevenson is a financial advisor based in Beverly Hills, California, working with Siebert Advisornxt, LLC. Alec has previously held positions at Malibu High And Middle School, Calabasas High School, Willamette University, Muriel Siebert & Co., Inc, and Siebert Advisornxt. Alec has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, New Jersey, and New York. Currently, Alec is part of Siebert Advisornxt, LLC, which operates out of Beverly Hills, California. The firm has 8 offices and 31 employees. The firm manages assets totaling $212.6 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Siebert Advisornxt, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

9378 Wilshire Blvd Suite 300
Beverly Hills, CA 90212

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Siebert Advisornxt, LLC Brokerage Details

Total Assets Under Management

$212,638,789

CA Average: $7,464,549,021
Total Number of Employees

31

CA Average: 88
Total Number of Accounts

544

CA Average: 3,892
Average Account Size

$390,880

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Alec Stevenson Work History

2021 - Present (3 years)

Siebert Advisornxt

2020 - Present (4 years)

Muriel Siebert & Co., Inc

2020 - 2020 (< 1 year)

Muriel Siebert & Co., Inc

2016 - 2020 (4 years)

Willamette University

2015 - 2016 (1 year)

Calabasas High School

2010 - 2015 (5 years)

Malibu High And Middle School

Disclosures

Please visit the SEC profile of Alec Stevenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Siebert Advisornxt, LLC

Marvin Rivas
New York, NY
Dean Bantis
Jersey City, NJ
Bradley Poock
Calabasas, CA
Matthew Johnston
New York, NY
Jacqueline Yapp
Beverly Hills, CA
Maxwell Galbraith
Seal Beach, CA
Mario Didomenico
Jersey City, NJ
Mark Malek
Jersey City, NJ

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