Siebert Investment Advisors, Inc.

Siebert Investment Advisors, Inc. (CRD# 169231) is a financial advisory firm headquartered in New York, NY. They manage $31,639,763 in 15 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $2,109,318
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Siebert Investment Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Theodore C. Embleton
CRD#: 1644742
4400 North Federal Highway, Suite 152, Boca Raton, FL 33431
93
Wealthminder
score

Theodore Embleton (CRD# 1644742) is an Investment Advisor Representative working at Siebert Investment Advisors, Inc. in Boca Raton, FL and has over 30 years of experience in the finance industry.

2
Carol A. Liversedge
CRD#: 2300255
885 Third Ave, 31st Floor, New York, NY 10022
93
Wealthminder
score

Carol Liversedge (CRD# 2300255) is an Investment Advisor Representative working at Siebert Investment Advisors, Inc. in New York, NY and has over 23 years of experience in the finance industry.

3
Peter J. Sosnowski
CRD#: 1540143
885 Third Ave, 31st Floor, New York, NY 10022
93
Wealthminder
score

Peter Sosnowski (CRD# 1540143) is an Investment Advisor Representative working at Siebert Investment Advisors, Inc. in New York, NY and has over 31 years of experience in the finance industry.

4
Daniel S. Foley
CRD#: 5155739
885 Third Ave, 31st Floor, New York, NY 10022
88
Wealthminder
score

Daniel Foley (CRD# 5155739) is an Investment Advisor Representative working at Siebert Investment Advisors, Inc. in New York, NY and has over 3 years of experience in the finance industry.

5
Joseph M. Ramos
CRD#: 2065829
885 Third Ave, 31st Floor, New York, NY 10022
88
Wealthminder
score

Joseph Ramos (CRD# 2065829) is an Investment Advisor Representative working at Siebert Investment Advisors, Inc. in New York, NY and has over 3 years of experience in the finance industry.

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