Michael
Vanni

Siebert Advisornxt, LLC

CRD#1063080
Investment Advisor
in Horsham, PA

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About this Advisor

Michael Vanni is a financial advisor based in Horsham, Pennsylvania, working with Siebert Advisornxt, LLC. Michael has previously held positions at Tradestar Investments, Inc, Fiserv Investor Services, Inc, Select Advisory Services, LLC, and Stockcross Financial Services, Inc. Michael has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Alabama, Florida, Louisiana, Maryland, Pennsylvania, and Virginia. Currently, Michael is part of Siebert Advisornxt, LLC, which operates out of Horsham, Pennsylvania. 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, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

601 Dresher Road
Horsham, PA 19044

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Siebert Advisornxt, LLC Brokerage Details

Total Assets Under Management

$212,638,789

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

31

PA Average: 88
Total Number of Accounts

544

PA Average: 3,892
Average Account Size

$390,880

PA Average: $1,917,921

Investment Advisory Services

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

Michael Vanni Work History

2007 - Present (17 years)

Stockcross Financial Services, Inc

2003 - Present (21 years)

Select Advisory Services, LLC

2001 - Present (23 years)

Fiserv Investor Services, Inc

1996 - Present (28 years)

Tradestar Investments,Inc

Disclosures

Please visit the SEC profile of Michael Vanni 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
Colin Mcdonald
Beverly Hills, CA
Mark Malek
Jersey City, NJ
John Mcguinness
New York, NY
Jacqueline Yapp
Beverly Hills, CA
Maxwell Galbraith
Seal Beach, 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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