Gary J. Gonzalez

SIEBERT ADVISORNXT.

Calabasas, CA 91302

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CRD#: 4255202

Professional summary

Gary Jason Gonzalez MR is a registered financial advisor currently at SIEBERT ADVISORNXT, LLC. located in Calabasas, California and MURIEL SIEBERT & CO., LLC located in Beverly Hills, California.

Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Gary has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Name of Business: Siebert AdvisorNxt Investment Related: Yes Location: Same location as Muriel Siebert, & Co., LLC Nature of business: Investment Advisory Firm Position, Title or Relationship: Dual employee. Investment Advisor Representative 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 Gary Jason Gonzalez MR'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

April 3, 2018 - Present

SIEBERT ADVISORNXT, LLC.

Office #1: 24005 Ventura Blvd, Calabasas, CA 91302

RIA

CRD#: 288572

Calabasas, CA

Current

January 19, 2018 - Present

MURIEL SIEBERT & CO., LLC

Office #1: 9378 Wilshire Blvd Suite 300, Beverly Hills, CA 90212

CRD#: 5376

Beverly Hills, CA

Past

December 4, 2008 - December 31, 2017

STOCKCROSS FINANCIAL SERVICES, INC.

RIA

CRD#: 6670

CALABASAS, CA

Past

August 19, 2005 - December 31, 2017

STOCKCROSS FINANCIAL SERVICES, INC.

CRD#: 6670

CALABASAS, CA

Past

February 23, 2005 - August 22, 2005

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

June 6, 2002 - January 4, 2005

STOCKCROSS FINANCIAL SERVICES, INC.

CRD#: 6670

BEVERLY HILLS, CA

Past

February 2, 2001 - May 10, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

November 9, 2000 - November 27, 2000

TRIO SECURITIES, INC.

CRD#: 19141

LOS ANGELES, CA

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".

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.

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

Arizona
(1/19/2018)

Arkansas
(1/19/2018)

California
(1/19/2018)

IAR

California
(4/3/2018)

Colorado
(1/19/2018)

Connecticut
(2/16/2023)

Delaware
(9/26/2025)

District of Columbia
(10/11/2018)

Florida
(3/1/2018)

Hawaii
(3/1/2018)

Illinois
(9/1/2020)

Iowa
(4/17/2018)

Maine
(10/15/2019)

Maryland
(7/10/2025)

Massachusetts
(4/30/2018)

Michigan
(8/19/2019)

Missouri
(1/19/2018)

Nebraska
(1/19/2018)

New Jersey
(9/17/2020)

New Mexico
(1/19/2018)

New York
(2/2/2018)

North Carolina
(1/19/2018)

Tennessee
(9/18/2025)

Texas
(1/21/2018)

Virginia
(2/2/2018)

Washington
(1/19/2018)

Wisconsin
(1/22/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/27/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/27/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/8/2000

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

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

SEC notice filing (42 States and Territories)

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 Accounts	786
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.

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Advisor Monitoring

Firm Stability Insights

Gary J. Gonzalez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Jason Gonzalez MR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MURIEL SIEBERT & CO., LLC

STOCKCROSS FINANCIAL SERVICES, INC.

STOCKCROSS FINANCIAL SERVICES, INC.

INVESTORS CAPITAL CORP.

STOCKCROSS FINANCIAL SERVICES, INC.

MORGAN STANLEY DW INC.

TRIO SECURITIES, INC.

Primary Firm SEC Registration

SIEBERT ADVISORNXT, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/27/2001

SIE

Date: 10/1/2018

Series 31

Date: 3/27/2001

Series 7

Date: 11/8/2000

FINRA

Nasdaq Stock Market

New York Stock Exchange

Current Firm

SIEBERT ADVISORNXT, LLC.

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIEBERT ADVISORNXT, LLC.

TRUST BUT VERIFY

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