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Your Choice
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About Siebert

A new lens on ownership, wealth, and legacy for a generation building wealth their way. Provided by Siebert Financial, trailblazing Financial Freedom since 1967.

Your future, your choice ↓

LEGACY STARTS NOW. OWN IT
YOUR WAY.

We offer everything from Wealth Management to Automated Portfolios backed by real Wealth Managers, smart tech, and decades of experience. Founded in 1967 by Muriel “Mickie” Siebert, the first woman to own a seat on the NYSE, we’ve always been about breaking barriers.

Now we’re helping the next generation invest with confidence.

Whether you’re looking for ongoing support from a dedicated Wealth Manager or prefer a streamlined experience through a smart, Automated Portfolio, Siebert gives you the tools to build your future your way.

Your future. Your move.

📊 Discover Managed Portfolios
💵 Talk to a Wealth Manager

IF YOU CAN PLAN YOUR COACHELLA PAYMENTS,
YOU CAN PLAN YOUR FUTURE

In 2025, a record number of festival goers bought Coachella tickets on payment plans. You already know how to manage short-term goals — now let Siebert help you build a long-term wealth plan, on your own terms.

PORTFOLIO
MATCHED
TO YOU

Tech-driven investing. Built for speed and simplicity.
Answer a few questions — we match you with a portfolio. Automated, diversified, and rebalanced over time. No meetings required. Great for first-time investors or those who prefer to self-manage.

Product Details
‍Smart Portfolios
Professionally managed, automatically rebalanced portfolios using modern investment theory.
‍Expanded Financial Planning
Support for tax strategies, insurance, stock compensation, and long-term financial goals.
‍Curated Investment Access
40+ portfolios tailored to your risk tolerance, growth objectives, and investment style.
‍Proactive Portfolio Oversight
Monthly check-ins, quarterly reviews, and ongoing monitoring to stay on track.
‍Flexible Entry Point
No minimum account balance that comes with high-touch service.
‍Tech + Advisor Blend
Seamless experience powered by smart tools and real financial professionals.
📊 Discover Managed Portfolios

PERSONALIZED
WEALTH
MANAGEMENT

Human connection. Financial strategy. Long-term support. Talk directly with a licensed Wealth Manager. Get a customized plan based on your goals (debt, investing, family, legacy). Ask questions and adjust as your life changes. Build trust with someone who’s focused on your growth

Product Details
‍Personalized Wealth Management
Work one-on-one with an experienced Wealth Manager to build strategies around your unique goals.
‍Comprehensive Investment Options
Diverse offerings including stocks, bonds, ETFs, and new issues to support a balanced portfolio.
‍Life Event Planning
Guidance through major financial milestones—marriage, retirement, inheritance, and more.
‍Ongoing Portfolio Monitoring
Regular reviews and adjustments to keep your investments aligned with your goals.
‍Holistic Financial Strategy
Integrated approach across investing, risk management, estate planning, and tax efficiency.
‍Dedicated Support
Direct access to your Wealth Manager for timely advice and personalized service.
💵 Talk to a Wealth Manager

BEHIND THE SCENES WITH RISING TALENT

Meet the young athletes, creators, and founders Siebert partners with, providing the right guidance not just for their careers, but for their finances too.

Want to bring your family in?

Make your
estate plan
and make it
count.

Our guided online platform is the easiest way to create  estate plan and keep it up to date.

Siebert clients get complimentary access to Trust & Will, the digital platform making estate planning easy. No legal jargon, just tools that protect what matters.

Invite your family in

HERE’S HOW WE’VE GOT YOUR BACK

PRECISION FROM DAY ONE

We’ll help you get everything right—down to the fine print.

Guidance at every step

No guesswork. Just expert support when you need it.

Transparent, fair pricing

What you see is what you pay.  No surprises.

Private & secure, always

Your information stays safe. Period.

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BE PART OF THE COMMUNITY

About siebert
Siebert is a diversified financial services company with a legacy of breaking barriers. We’ve been a proud member of the New York Stock Exchange since 1967,  the same year our founder, Muriel “Mickie” Siebert, made history as the first woman to own a seat on the NYSE and the first to lead one of its member firms.
She didn’t just open doors — she kicked them open, paving the way for generations to come. Today, that same spirit drives everything we do. The Gen W campaign is our way of honoring Mickie’s legacy while looking forward — empowering a new generation of investors to take ownership of their financial future. Gen W stands for Generation Wealth, but it also stands for wisdom, worth, and winning on your terms.
We believe wealth is more than numbers — it’s knowledge, confidence, and freedom. And just like Mickie did in 1967, we’re here to help the next generation rise, invest, and own their future.

your
future
your
move

service@siebert.com
Siebert Financial  
(800) 872-0444
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800-993-2015
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Siebert Financial Corporation (“Siebert”) has a full range of brokerage and financial advisory services offered through its operating subsidiaries, affiliates and brands associated with Siebert Financial described below.

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Muriel Siebert & Co., LLC Member: FINRA | NYSE | SIPC  – Provides brokerage and custodial related services and is the registered Broker Dealer and wholly owned subsidiary of Siebert Financial Corporation.

‍Siebert AdvisorNXT, LLC. (“SiebertNXT”) – A Registered Investment Advisor that provides investment advisory services and discretionary investment management for a fee. SiebertNXT is the brand name for Siebert AdvisorNXT, LLC. Prior to investing in a managed SiebertNXT portfolio, we will obtain important information from you about your financial profile and risk tolerances and we will provide you with a detailed investment proposal, investment Advisory Agreement and Wrap Fee Programs Brochure. These documents contain important information that should be carefully read before enrolling in a managed account program. Siebert AdvisorNXT, LLC. is a wholly owned subsidiary of Siebert Financial Corporation. Please read SiebertNXT Disclosures for more information.

Park Wilshire Companies, Inc. ("Siebert Insurance") - Offer insurance products and annuity investments through Park Wilshire Companies, Inc., a wholly owned subsidiary of Siebert Financial Corporation. Please read Siebert Insurance Disclosures and Siebert Annuities Disclosure.

RISE Financial Services LLC ("RISE Prime Services") - is a registered Broker Dealer and subsidiary of Siebert Financial Corporation. RISE Prime is a division of RISE Financial Services, LLC.

‍Siebert Employee Share Plans & Siebert Corporate Services – Partners with public companies to offer share plan administration solutions and services on behalf of their employees. Please read Siebert Corporate Service Disclosure.

Siebert Online and SiebertNXT response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance.

You should always carefully consider the investment objectives, risks, charges and expenses of any investment before investing. Investing in securities products involves risk, including possible loss of principal.

Siebert Financial Corporation (“Siebert”) its affiliates & subsidiaries do not provide tax advice, and you should always consult your own tax advisor before taking any action that may have tax consequences.
© 2025 Siebert Financial Corporation