Mark
Malek

Siebert Advisornxt, LLC

CRD#1999171
Investment Advisor
in Jersey City, NJ

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About this Advisor

Mark Malek is a financial advisor based in Jersey City, New Jersey, working with Siebert Advisornxt, LLC. Mark has previously held positions at Praxis Insight Advisors LLC, Capital Markets Iq, LLC, Quantitative Insight Partners Limited Liability Company, Vellum Financial, LLC, Wealthsource Partners, LLC, Siebert Investment Advisors, Inc, and Muriel Siebert & Co., Inc. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in multiple states, including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Currently, Mark is part of Siebert Advisornxt, LLC, which operates out of Jersey City, New Jersey. 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

15 Exchange Place
Jersey City, NJ 07302

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Siebert Advisornxt, LLC Brokerage Details

Total Assets Under Management

$212,638,789

NJ Average: $7,464,549,021
Total Number of Employees

31

NJ Average: 88
Total Number of Accounts

544

NJ Average: 3,892
Average Account Size

$390,880

NJ Average: $1,917,921

Investment Advisory Services

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

Mark Malek Work History

2020 - Present (4 years)

Muriel Siebert & Co., Inc

2017 - Present (7 years)

Siebert Investment Advisors, Inc

2016 - 2016 (< 1 year)

Wealthsource Partners, LLC

2015 - 2016 (1 year)

Vellum Financial, LLC

2014 - 2015 (1 year)

Capital Markets Iq, LLC

2011 - 2017 (6 years)

Praxis Insight Advisors LLC

2011 - 2017 (6 years)

Quantitative Insight Partners Limited Liability Company

Disclosures

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

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