Barbara
Villella

Siebert Advisornxt, Inc

CRD#1719722
Investment Advisor
in Jersey City, NJ

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About this Advisor

Barbara Villella is a financial advisor working out of Jersey City, New Jersey with 2 years of industry experience. Villella is currently employed by Siebert Advisornxt, Inc. Villella has gained experience at Cruises Inc, Lv Capital Partners, LLC, Peterson Investments, Muriel Siebert & Co., Inc, Petersen Investments, Inc, Lv Capital Partners LLC, Muriel Siebert & Co, , Inc and Dream Vacations. Villella has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in New Jersey and New York. Siebert Advisornxt, Inc is an advisory firm based in Jersey City, NJ. The investment advisory business has offices in six locations and a total of 38 advisors. It handles $164 million in assets between its 434 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 434 customer accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets. Siebert Advisornxt, Inc performs a set of services, including portfolio management for individuals and small businesses and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Siebert Advisornxt, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

15 Exchange Place Suite 800
Jersey City, NJ 07302

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Siebert Advisornxt, Inc Brokerage Details

Total Assets Under Management

$163,624,000

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

38

NJ Average: 92
Total Number of Accounts

434

NJ Average: 6,978
Average Account Size

$377,014

NJ Average: $1,450,417

Investment Advisory Services

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

Barbara Villella Work History

Barbara has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Muriel Siebert & Co,, Inc

2022 - Present (2 years)

Dream Vacations

2019 - Present (5 years)

Lv Capital Partners, LLC

2021 - 2022 (1 year)

Muriel Siebert & Co., Inc

2019 - 2019 (< 1 year)

Lv Capital Partners LLC

2007 - 2019 (12 years)

Peterson Investments

2007 - 2019 (12 years)

Petersen Investments, Inc

1997 - 2022 (25 years)

Cruises 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 Barbara Villella 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
Maxwell Galbraith
Seal Beach, CA
Matthew Johnston
Jersey City, NJ
Mark Malek
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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