Monte
Traficante
Siebert Advisornxt, Inc
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About this Advisor
Monte Traficante is a financial advisor based in Calabasas, California who has 5 years of relevant experience. Traficante currently works for Siebert Advisornxt, Inc. They have worked at Siebert Advisornxt, Inc for their whole career. Traficante maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, California and Texas. Siebert Advisornxt, Inc is a company operating out of Jersey City, NJ. The company has offices in six locations and a total of 38 advisors. It oversees $164 million in assets among its 434 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 434 client accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a set of services, such as portfolio management for individuals and small businesses and other services. Financial management fee schedules typically vary depending on which services are provided. Fees billed by Siebert Advisornxt, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Siebert Advisornxt, Inc Brokerage Details
$163,624,000
38
434
$377,014
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Monte Traficante Work History
Monte has been registered as a financial advisor for 5 years.*
Stockcross Financial Services, Inc
*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 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, Inc
Jersey City, NJ
Calabasas, CA
Jersey City, NJ
Beverly Hills, CA
Seal Beach, CA
Troy, MI
Jersey City, NJ
Jersey City, NJ
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