Smart1 Tailored Portfolios 

SiebertNXT offers you the choice on which Investment Plan and level of service would best suit your needs. Choose from Personal, Professional, or Premier plans.  


Managed Account Solutions


We work with our clients to identify an appropriate asset allocation, then tailor a specific smart1 portfolio
to meet their needs.

1 - A portfolio that specifically seeks to meet an investors goals based on a comprehensive questionnaire the investor answers. This questionnaire or portfolio goals and the Siebert AdvisorNXT platform are considered "smart" due to its ability to match investors with specific portfolios. In addition, once portfolios are selected by investors on Siebert AdvisorNXT platform's algorithms constantly view market conditions and can rebalance at appropriate times.

Get Started Today

Whether you are saving for retirement or a big purchase like your a first home or college education for your kids, we have an account that fits your needs.


Invest with Confidence

Since everyone’s situation is unique, we will advise which account or combination of accounts is best for you based on the responses from your personal questionnaire.

Personalized Customer Service

Experienced licensed Investment Advisor Representatives assist you every step of the way. Clients receive a unique blend of technology and innovative products as well as the exceptional, personalized customer service.

Premier Plan Services


  • Personalized financial advice
  • No minimum to get started
  • Low-cost, globally diversified investment portfolios
  • Automated rebalancing
  • Advanced tax-saving strategies
  • Everything in one place
  • Reliable customer service
  • Access to our team of Investment Advisor Representatives for guidance on life events
  • In-depth advice of services and products outside SiebertNXT


Choose Your
Investment Plan

Based on your initial investment and overall goals SiebertNXT offers you the choice on which Investment Plan and level of service would best suit your needs.

» Personal
» Professional

Need Help?

We're here for you. Complete the information below and an Investment Advisor Representative will contact you in 24 hours or less.

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Call Us: 1-855-299-1980
E-Mail Us: [email protected]

Siebert 800-872-0444      

Electronic trading poses risk to investors due to system response, trade executions and account access availability that may vary due to a variety of factors, including trading volumes, market conditions, system performance, market data delays and other factors. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Rates, commissions and fees listed here are subject to change at any time. Testimonials may not be representative of the experience of other clients and are no
guarantee of future performance or success. 

Muriel Siebert & Co., Inc.

Member NYSE, FINRA and SIPC. Est. 1967. Nasdaq symbol SIEB.
Check the background of this firm on FINRA's BrokerCheck

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