Maxwell
Galbraith

Siebert Advisornxt, LLC

CRD#7136127
Investment Advisor
in Seal Beach, CA

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About this Advisor

Maxwell Galbraith is a financial advisor based in Seal Beach, California, working with Siebert Advisornxt, LLC. Maxwell has previously held positions at Muriel Siebert & Co., Inc and California State University. Maxwell has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Maxwell is part of Siebert Advisornxt, LLC, which operates out of Seal Beach, 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 66

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

3020 Old Ranch Parkway Suite#300
Seal Beach, CA 90740

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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

Maxwell Galbraith Work History

2019 - Present (5 years)

Muriel Siebert & Co., Inc

2011 - 2018 (7 years)

California State University

Disclosures

Please visit the SEC profile of Maxwell Galbraith 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
Colin Mcdonald
Beverly Hills, CA
Mario Didomenico
Jersey City, NJ
Maxwell Galbraith
Seal Beach, CA
Mark Malek
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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