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Gary Jason Gonzalez Mr

SIEBERT ADVISORNXT, LLC.
Calabasas, CA
·CRD# 4255202·26 years experience

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 West Hollywood, 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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

26 years in the financial services industry

Current & Past Employments

SIEBERT ADVISORNXT, LLC.·CRD# 288572
RIA
24005 Ventura Blvd, Calabasas, CA 91302
April 3, 2018 - Present
MURIEL SIEBERT & CO., LLC·CRD# 5376
BD
8844 W Sunset Blvd., Ground Floor, West Hollywood, CA 90069
January 19, 2018 - Present
STOCKCROSS FINANCIAL SERVICES, INC.·CRD# 6670
RIA
Calabasas, CA
December 4, 2008 - December 31, 2017
STOCKCROSS FINANCIAL SERVICES, INC.·CRD# 6670
BD
Calabasas, CA
August 19, 2005 - December 31, 2017
INVESTORS CAPITAL CORP.·CRD# 30613
BD
Lynnfield, MA
February 23, 2005 - August 22, 2005
STOCKCROSS FINANCIAL SERVICES, INC.·CRD# 6670
BD
Beverly Hills, CA
June 6, 2002 - January 4, 2005
MORGAN STANLEY DW INC.·CRD# 7556
BD
Purchase, NY
February 2, 2001 - May 10, 2002
TRIO SECURITIES, INC.·CRD# 19141
BD
Los Angeles, CA
November 9, 2000 - November 27, 2000

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Current Firm

SA
SIEBERT ADVISORNXT, LLC.

SIEBERT ADVISORNXT, INC. | SIEBERT ADVISORNXT, LLC.

CRD#: 288572 / SEC#: 801-110718
RIA
Registered Investment Advisory firm - SEC (7/11/2017 Approved)

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

# of Employees

43

SEC notice filing (43 States and Territories)

Registered to provide investment advisory services in 43 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SIEBERT ADVISORNXT PART 2 BROCHURE 9-22-2026 (9/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

973

AUM (Assets Under Management)

$391,509,579

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(1/19/2018)
RR
Arkansas
(1/19/2018)
IAR
Arkansas
(1/30/2026)
RR
California
(1/19/2018)
IAR
California
(4/3/2018)
RR
Colorado
(1/19/2018)
RR
Connecticut
(2/16/2023)
RR
Delaware
(9/26/2025)
RR
District of Columbia
(10/11/2018)
RR
Florida
(3/1/2018)
IAR
Florida
(3/2/2026)
RR
Hawaii
(3/1/2018)
RR
Illinois
(9/1/2020)
RR
Iowa
(4/17/2018)
RR
Maine
(10/15/2019)
RR
Maryland
(7/10/2025)
IAR
Maryland
(3/13/2026)
RR
Massachusetts
(4/30/2018)
IAR
Massachusetts
(2/24/2026)
RR
Michigan
(8/19/2019)
IAR
Michigan
(2/19/2026)
RR
Missouri
(1/19/2018)
RR
Montana
(6/3/2026)
IAR
Montana
(6/3/2026)
RR
Nebraska
(1/19/2018)
RR
New Hampshire
(7/30/2026)
IAR
New Hampshire
(7/30/2026)
RR
New Jersey
(9/17/2020)
RR
New Mexico
(1/19/2018)
RR
New York
(2/2/2018)
IAR
New York
(1/15/2026)
RR
North Carolina
(1/19/2018)
RR
Tennessee
(9/18/2025)
RR
Texas
(1/21/2018)
IAR
Texas
(3/3/2026)
RR
Virginia
(2/2/2018)
RR
Washington
(1/19/2018)
IAR
Washington
(1/16/2026)
RR
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2001About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Mar 2001About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Nov 2000About the Series 7 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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