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BV

Barbara D. Villella

SIEBERT ADVISORNXT.
New York, NY 10282
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CRD#: 1719722
BV

Professional summary


Barbara Dunne Villella, who also goes by Barbara Susan Dunne, Bonnie VIllella, is a registered financial advisor currently at SIEBERT ADVISORNXT, LLC. located in New York, New York and MURIEL SIEBERT & CO., LLC located in New York, New York.

Barbara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Barbara has worked at 8 firms and has passed the Series 66, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 14, Series 53, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Barbara Susan Dunne | Bonnie Villella

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Dream Vacations NON-INVESTMENT RELATED - Works Remotely - Belford NJ, Franchise Owner since approximately 2/15/22 0 HOURS DURING TRADING NON-RELATED BUSINESS; Approximately $5000 in commissions annually. Formed LLC "POWER FIVE CAPITAL, LLC" to conduct cruise business above. LLC effective date is March 22, 2022. 2) Name of Business: Siebert AdvisorNxt, LLC Investment Related: Yes Location: Same location as Muriel Siebert, & Co., LLC Nature of business: Investment Advisory Firm Position, Title or Relationship: Dual employee. Chief Compliance Officer Approximate number of hours: Full time. Time split 50/50 between Muriel Siebert & Co., LLC and Siebert AdvisorNxt, LLC, subject to monthly change Compensation at both entities paid by same parent company, Siebert Financial Corporation as both are under common ownership and control of parent company.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Barbara Dunne Villella's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 12, 2021 - Present

SIEBERT ADVISORNXT, LLC.

Office #1: 300 Vesey Street 5th Floor, New York, NY, 10282
RIA
CRD#: 288572
New York, NY
Current

January 27, 2021 - Present

MURIEL SIEBERT & CO., LLC

Office #1: 300 Vesey Street Suite 501, New York, NY 10282
BD
CRD#: 5376
New York, NY
Past

September 4, 2021 - March 9, 2023

LV CAPITAL PARTNERS LLC

RIA
CRD#: 300150
Tampa, FL
Past

November 30, 2010 - July 8, 2019

PETERSEN INVESTMENTS, INC.

RIA
CRD#: 38537
TAMPA, FL
Past

May 8, 2007 - July 8, 2019

PETERSEN INVESTMENTS, INC.

BD
CRD#: 38537
TAMPA, FL
Past

September 7, 1999 - December 31, 2000

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

September 2, 1999 - January 16, 2002

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

September 21, 1998 - February 12, 1999

FAIRCHILD FINANCIAL GROUP, INC.

BD
CRD#: 21404
NEW YORK, NY
Past

January 7, 1992 - September 25, 1996

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SIEBERT ADVISORNXT, LLC.
SIEBERT ADVISORNXT, INC. | SIEBERT ADVISORNXT, LLC.

CRD#: 288572 / SEC#: 801-110718

RIA
Registered Investment Advisory firm - (7/11/2017 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/27/2021)
RR
New Jersey
(1/27/2021)
IAR
New Jersey
(3/12/2021)
IAR
New York
(9/4/2021)
RR
New York
(10/28/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/20/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/6/1994
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


SA
SIEBERT ADVISORNXT, LLC.
SIEBERT ADVISORNXT, INC. | SIEBERT ADVISORNXT, LLC.

CRD#: 288572 / SEC#: 801-110718

RIA
Registered Investment Advisory firm - (7/11/2017 Approved)
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Contact information


Main Address
300 Vesey Street 5th Floor, New York, NY, 10282
Mailing Address
653 Collins Avenue, Miami Beach, FL 33139
Phone number
(800) 872-0444
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (42 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SIEBERT ADVISORNXT PART 2 BROCHURE MARCH 31, 2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts786
AUM (Assets Under Management)$ 287,623,668

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SIEBERT ADVISORNXT, LLC.

CRD#: 288572New York, NY 10282

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