Peter
Sosnowski

Siebert Advisornxt, LLC

CRD#1540143
Investment Advisor
in New York, NY

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About this Advisor

Peter Sosnowski is a financial advisor based in New York, New York, working with Siebert Advisornxt, LLC. Peter has previously held a position at Muriel Siebert & Co., Inc. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts, New Jersey, and New York. Currently, Peter 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 65

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

Peter Sosnowski Work History

2023 - Present (1 year)

Muriel Siebert & Co., Inc

2022 - 2023 (1 year)

Muriel Siebert & Co., Inc

1999 - 2022 (23 years)

Muriel Siebert & Co., Inc

Disclosures

Please visit the SEC profile of Peter Sosnowski 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
Colin Mcdonald
Beverly Hills, CA
Maxwell Galbraith
Seal Beach, CA
Matthew Johnston
New York, NY
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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