David
Bender

Siebert Advisornxt, Inc

CRD#1083236
Investment Advisor
in Beverly Hills, CA

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About this Advisor

David Bender is a financial advisor based in Beverly Hills, California who has 6 years of industry experience. Bender is on the advisory team at Siebert Advisornxt, Inc. Their career trajectory has included roles at Stockcross Financial Services and Muriel Siebert & Co., Inc. Bender maintains a Series 63 license, designating them as a securities agent, and is registered to work in California, Illinois and New Jersey. Siebert Advisornxt, Inc is a registered investment business that has its headquarters in Jersey City, NJ. The firm has offices in six locations and a total of 38 people on staff. It oversees $164 million in assets among its 434 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 434 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company has a few services, including portfolio management for individuals and small businesses and other services. Financial advisory fee schedules vary depending on the type of financial services. However, fee types billed by Siebert Advisornxt, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

9464 Wilshire Blvd
Beverly Hills, CA 90212

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Siebert Advisornxt, Inc Brokerage Details

Total Assets Under Management

$163,624,000

CA Average: $10,121,009,343
Total Number of Employees

38

CA Average: 92
Total Number of Accounts

434

CA Average: 6,978
Average Account Size

$377,014

CA Average: $1,450,417

Investment Advisory Services

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

David Bender Work History

David has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Muriel Siebert & Co., Inc

2010 - Present (14 years)

Stockcross Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Bender 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, Inc

Dean Bantis
Jersey City, NJ
Bradley Poock
Calabasas, CA
John Mcguinness
Jersey City, NJ
Colin Mcdonald
Beverly Hills, CA
Jacqueline Yapp
Beverly Hills, CA
Mark Malek
Jersey City, NJ
Mario Didomenico
Jersey City, NJ
Matthew Johnston
Jersey City, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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