AdFi
JD

John Donald Moran

Investment Adviser Representative at Siebert Advisornxt, LLC.

New York, NYCRD #7566964Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Donald Moran is an investment adviser representative with Siebert Advisornxt, LLC. in New York, NY, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Millennial Advisers, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in New York.

Office

300 Vesey Street, 5th Floor
New York, NY 10282

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York
Broker:
9 states and territories

California, Florida, Nebraska, New Jersey, New Mexico, New York, Rhode Island, Vermont, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/7/2023
Series 7
General Securities Representative Examination
Passed 10/2/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/21/2023
SIE
Securities Industry Essentials Examination
Passed 11/11/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Siebert Advisornxt, LLC.Current
3/3/2026 – New York, NY
Millennial Advisers, LLC.
12/12/2023 – 8/26/2025New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. New York Life Insurance
    Jun 2022 – Jul 2023Strattford, CT
  2. NYLIFE Securities LLC
    Feb 2023 – Jul 2023Strattford, CT
  3. SUNY Geneseo
    Aug 2021 – May 2022Geneseo, NY
  4. AMC Networks
    Jun 2021 – Jun 2022Bethpage, NY
  5. SUNY Geneseo
    Aug 2020 – May 2021Geneseo, NY
  6. Avatar LLC
    Jun 2020 – Aug 2020Newark, NJ
  7. SUNY Geneseo
    Aug 2019 – May 2020Geneseo, NY
  8. USA Jobs
    May 2019 – Aug 2019Rockaway Park, NY
  9. SUNY Geneseo
    Aug 2018 – May 2019Geneseo, NY
  10. USA Jobs
    Jun 2018 – Aug 2018Rockaway Park, NY
  11. Xavier High School
    Sep 2017 – Jun 2018New York City, NY
  12. USA Jobs
    Jun 2017 – Sep 2017Life Guard, NY
  13. Xavier High School
    Sep 2014 – Jun 2017New York City, NY
  14. Allied Millennial Partners
    Sep 2023 – Sep 2025New York, NY
  15. Millennial Advisers LLC
    Dec 2023 – Sep 2025New York, NY
  16. Muriel Siebert and Co. LLC
    Sep 2025 – no end date reportedNew York, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Siebert Advisornxt, LLC.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Tailored investment portfolios (conservative to aggressive), dedicated wealth management, personalized financial planning, portfolio recommendations, and automatic rebalancing.

Portfolio Management for Individuals and Small Businesses
Firm areas of expertise
Wealth ManagementTailored PortfoliosPortfolio RebalancingRetirement PlanningCollege SavingsInvestment ManagementRisk-based Portfolios

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
42
Offices listed on AdvisorFinder:
9
Main office:
New York, NY
SEC file number:
801-110718

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 23, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Donald Moran has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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