Colin
Mcdonald

Siebert Advisornxt, LLC

CRD#7409963
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Colin Mcdonald is a financial advisor based in Beverly Hills, California, working with Siebert Advisornxt, LLC. Colin has previously held positions at Indiana University, Cbre, Cushman & Wakefield, and Muriel Siebert & Co., Inc. Colin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and New York. Currently, Colin 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

Colin Mcdonald Work History

2021 - Present (3 years)

Muriel Siebert & Co., Inc

2020 - 2021 (1 year)

Cushman & Wakefield

2018 - 2020 (2 years)

Cbre

2015 - 2015 (< 1 year)

Cbre

2015 - 2018 (3 years)

Cbre

2011 - 2015 (4 years)

Indiana University

Disclosures

Please visit the SEC profile of Colin Mcdonald 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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