Michael
Travis

Siebert Advisornxt, LLC

CRD#1990663
Investment Advisor
in Dallas, TX

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About this Advisor

Michael Travis is a financial advisor based in Dallas, Texas, working with Siebert Advisornxt, LLC. Michael has previously held positions at Stockcross Financial Services, Inc, Fiserv Investor Services, Inc, and Tradestar Investments, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Michael is part of Siebert Advisornxt, LLC, which operates out of Dallas, Texas. 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

4925 Greenvill Ave Suite 200
Dallas, TX 75206

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Siebert Advisornxt, LLC Brokerage Details

Total Assets Under Management

$212,638,789

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

31

TX Average: 88
Total Number of Accounts

544

TX Average: 3,892
Average Account Size

$390,880

TX Average: $1,917,921

Investment Advisory Services

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

Michael Travis Work History

2007 - Present (17 years)

Stockcross Financial Services, Inc

2002 - Present (22 years)

Fiserv Investor Services, Inc

1994 - Present (30 years)

Tradestar Investments,Inc

Disclosures

Please visit the SEC profile of Michael Travis 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
Maxwell Galbraith
Seal Beach, CA
Matthew Johnston
New York, NY
Mark Malek
Jersey City, NJ
John Mcguinness
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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