Monte
Traficante

Siebert Advisornxt, LLC

CRD#1277462
Investment Advisor
in Calabasas, CA

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About this Advisor

Monte Traficante is a financial advisor based in Calabasas, California, working with Siebert Advisornxt, LLC. Monte has previously held a position at Stockcross Financial Services, Inc. Monte has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Monte is part of Siebert Advisornxt, LLC, which operates out of Calabasas, 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

24005 Ventura Blvd
Calabasas, CA 91302

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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

Monte Traficante Work History

2007 - Present (17 years)

Stockcross Financial Services, Inc

Disclosures

Please visit the SEC profile of Monte Traficante 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
Matthew Johnston
New York, NY
Colin Mcdonald
Beverly Hills, CA
Maxwell Galbraith
Seal Beach, CA
Mario Didomenico
Jersey City, NJ
Mark Malek
Jersey City, NJ

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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