The Client and Investment Services team at Siebert Financial is dedicated to providing personalized and exceptional customer service to meet and exceed client expectations. This team, comprising roles such as Investment Representatives, Client Services Representatives, Wealth Management Analysts, and Stock Brokers, ensures clients receive trusted financial advice, seamless account support, and effective trading solutions. Their focus is on maintaining the safety and security of client assets while helping individuals achieve successful financial planning and growth.
Alec Stevenson
Investment Representative
Bobby Krumme
Wealth Management Analyst
Cheyenne Carpenter
Investment Representative
Chris Conrad
Financial Services
Colin McDonald
Registered Representative
Dean Bantis
Trade Support
Erica McCabe
Senior Financial Associate
John Disangro
Stock Loan Operations Represen...
Matthew Johnston
Registered Representative
William K.
Client Services Representative
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