Maxwell
Galbraith

Siebert Advisornxt, LLC

CRD#7136127
Investment Advisor
in Seal Beach, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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
John Mcguinness
New York, NY
Matthew Johnston
New York, NY
Mark Malek
Jersey City, NJ
Mario Didomenico
Jersey City, NJ
Jacqueline Yapp
Beverly Hills, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started