Public Advisors LLC

Michael Percy is a financial advisor at Public Advisors LLC in Denver, CO, holding a Series 66 credential with two years of industry experience. Prior to joining Public Advisors, he worked at Fidelity Investments and was self-employed in various capacities. Outside of his advisory work, Percy is involved in music as an artist and manages an e-commerce business selling products on Amazon. Public Advisors serves individual investors through an internet-only platform, offering discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-customized portfolios. The firm manages a large client base using automated trading, rebalancing, and tax-loss harvesting to pursue tracking and tax-efficiency goals.

Eric Richaudeau is an advisor with Public Advisors LLC in Raleigh, NC, holding a Series 66 license and one year of industry experience. Prior to joining Public Advisors, he was involved with Public Holdings, Inc. and Open to the Public Investing, Inc. since 2021. Public Advisors primarily serves individual investors through an internet-only advisory platform, offering discretionary portfolio management via automated software for Treasury Accounts, Direct Index Accounts, and Generated Assets Accounts. The firm’s process focuses on software-driven portfolio customization, automated rebalancing, and tax-loss harvesting, delivered exclusively through its website and mobile app.

Maria Keith is a financial advisor with Public Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her career includes positions at Public Holdings, Inc., JW Cole Financial, Inc., Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors. Outside of her advisory role, she serves as an arbitrator for FINRA and holds an administrative position with DLK Systems Engineering. Public Advisors LLC serves primarily individual investors through an internet-only platform, offering discretionary portfolio management via software-driven processes that include Treasury ladders, direct indexing, and AI-generated custom indices. The firm manages over 4,500 clients and delivers automated trading, rebalancing, and tax-loss harvesting services exclusively through its website and mobile app.

Stephen Sikes is a financial advisor with Public Advisors LLC in New York, NY, holding Series 65 and Series 66 credentials and eight years of industry experience. His prior roles include consulting at McKinsey & Company and positions with Social Finance, Inc., SoFi Securities, and SoFi Wealth. Public Advisors serves primarily individual investors through an internet-only advisory platform that offers discretionary portfolio management with software-driven processes, including Treasury ladders, direct indexing, and AI-customized indexes. The firm manages over 4,500 clients via a team of eight advisors, delivering automated trading, rebalancing, and tax-loss harvesting exclusively through its website and mobile app.

Austin Mc Clure is a financial advisor with Public Advisors LLC in Raleigh, NC, holding a Series 66 designation and three years of industry experience. He has worked at Open to the Public Investing, Inc. and Public Holdings, Inc. since 2021. Outside of finance, Mc Clure is involved with Theatre Raleigh, assisting as a concessions assistant and sound board operator. Public Advisors operates an internet-only advisory platform serving primarily individual investors with discretionary portfolio management across Treasury Accounts, Direct Index (DI) Accounts, and Generated Assets (GA) Accounts. The firm uses software-driven processes, including AI tools and automated trading, to manage client portfolios focused on tax efficiency and tracking benchmarks.

Trent Moran is a financial advisor at Public Advisors LLC in New York, NY, holding a Series 66 designation with two years of industry experience. He previously worked at LPL Financial LLC and has held various roles at Fairfield University, Kolmar Americas, Lincoln Surveying, The Big Cheese, and King Family Vineyards. Public Advisors serves primarily individual investors through an internet-only advisory platform, offering discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-customized indices. The firm provides services exclusively via its website and mobile app, focusing on automated trading, rebalancing, and tax-loss harvesting.

Michael Matzner is a financial advisor with Public Advisors LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ally Invest Advisors and Garton & Associates Financial Advisors, LLC. Outside of advising, he sells clothing and sneakers online and assists with property management tasks through a family business. Public Advisors serves individual investors through an internet-only advisory platform, providing discretionary portfolio management via automated software. The firm’s investment approach includes Treasury ladders, direct indexing, and AI-driven custom indices, focusing on automated rebalancing and tax-loss harvesting without offering standalone financial planning.

Jonathan Lopez is a financial advisor at Public Advisors LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab. Outside of finance, he works part-time on weekends as an eStore shopper for H-E-B. Public Advisors serves primarily individual investors through an internet-only advisory platform, offering discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-customized portfolios. The firm manages over 4,500 clients through eight advisors and delivers services exclusively via its website and mobile app.