John
Mcguinness

Siebert Advisornxt, LLC

CRD#5936996
Investment Advisor
in New York, NY

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About this Advisor

John Mcguinness is a financial advisor based in New York, New York, working with Siebert Advisornxt, LLC. John has previously held positions at Lpl Financial, Hsbc Securities (Usa) Inc, Lpl Financial LLC, and Astoria Bank. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Colorado, Connecticut, Florida, Nevada, New Jersey, New York, Ohio, Pennsylvania, and South Carolina. Currently, John is part of Siebert Advisornxt, LLC, which operates out of New York, New York. 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 66

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

300 Vesey Street, 5Th Floor
New York, NY 10282

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Siebert Advisornxt, LLC Brokerage Details

Total Assets Under Management

$212,638,789

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

31

NY Average: 88
Total Number of Accounts

544

NY Average: 3,892
Average Account Size

$390,880

NY Average: $1,917,921

Investment Advisory Services

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

John Mcguinness Work History

2015 - Present (9 years)

Lpl Financial LLC

2015 - Present (9 years)

Astoria Bank

2015 - 2015 (< 1 year)

Hsbc Securities (Usa) Inc

2011 - 2015 (4 years)

Lpl Financial

Disclosures

Please visit the SEC profile of John Mcguinness 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

Marvin Rivas
New York, NY
Dean Bantis
Jersey City, NJ
Bradley Poock
Calabasas, CA
Matthew Johnston
New York, NY
John Mcguinness
New York, NY
Jacqueline Yapp
Beverly Hills, CA
Maxwell Galbraith
Seal Beach, CA
Mario Didomenico
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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