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3 advisors near New York, NY
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Maria K
Series 63, Series 66
New York, NY
Public Advisors LLC
Maria Keith is a financial advisor with Public Advisors LLC based in New York, NY, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has held roles at various firms including Guardian Life Insurance Company and J.W. Cole Financial, Inc. Keith serves as a compliance manager for Public Holdings, Inc. and acts as an arbitrator for FINRA. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online SEC-registered advisory platform. The firm uses a software-driven investment process offering automated discretionary portfolio management with features such as AI-constructed custom indexes and automated tax-loss harvesting.
Stephen S
Series 65, Series 66
New York, NY
Public Advisors LLC
Stephen Sikes is a financial advisor at Public Advisors LLC based in Chatham, NJ, holding Series 65 and Series 66 licenses. He has experience at Socially Financed Management, LLC, Open to the Public Investing, Inc., Public Holdings, Inc., and previously worked at McKinsey & Company. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online platform that offers automated, discretionary portfolio management with a focus on Treasury Accounts, Direct Index Accounts, and AI-generated custom indexes. The firm operates exclusively online and employs software-driven investment processes including automated rebalancing and tax-loss harvesting.
Trent M
Series 66
New York, NY
Public Advisors LLC
Trent Moran is a financial advisor at Public Advisors LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Open to the Public Investing. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online platform offering automated, discretionary portfolio management. The firm uses a software-driven investment process including AI-constructed custom indexes and automated tax-loss harvesting, operating uniquely as an internet adviser with a large client base relative to its small advisory team.
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3 advisors near New York, NY
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