John D. Moran

SIEBERT ADVISORNXT.

New York, NY 10282

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CRD#: 7566964

Professional summary

John Donald Moran 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.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. John has worked at 5 firms and has passed the Series 66, Series 7TO, Series 6TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Donald Moran'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 3, 2026 - Present

SIEBERT ADVISORNXT, LLC.

Office #1: 300 Vesey Street 5th Floor, New York, NY, 10282

RIA

CRD#: 288572

New York, NY

Current

September 19, 2025 - Present

MURIEL SIEBERT & CO., LLC

Office #1: 300 Vesey Street 5th Floor, New York, NY, 10282

CRD#: 5376

New York, NY

Past

December 12, 2023 - August 26, 2025

MILLENNIAL ADVISERS, LLC.

RIA

CRD#: 170847

NEW YORK, NY

Past

September 26, 2023 - August 26, 2025

ALLIED MILLENNIAL PARTNERS, LLC

CRD#: 16569

NEW YORK, NY

Past

March 22, 2023 - July 6, 2023

NYLIFE SECURITIES LLC

CRD#: 5167

MELVILLE, 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".

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

California
(1/7/2026)

Florida
(1/7/2026)

New Jersey
(9/19/2025)

New Mexico
(3/4/2026)

New York
(9/19/2025)

IAR

New York
(3/3/2026)

Rhode Island
(3/4/2026)

Vermont
(3/4/2026)

Wisconsin
(3/4/2026)

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: 12/7/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/2/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 3/21/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 11/11/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

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 (43 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

John D. Moran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Donald Moran's CRS (Customer Relationship Summary).

Certified licenses

Experience

MURIEL SIEBERT & CO., LLC

MILLENNIAL ADVISERS, LLC.

ALLIED MILLENNIAL PARTNERS, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

SIEBERT ADVISORNXT, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/7/2023

Series 7TO

Date: 10/2/2023

Series 6TO

Date: 3/21/2023

SIE

Date: 11/11/2022

FINRA

NYSE American LLC

Nasdaq Stock Market

New York Stock Exchange

Current Firm

SIEBERT ADVISORNXT, LLC.

Contact information

SEC notice filing (43 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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