New York, NY Broadway Office
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Public Advisors LLC
Team
Firm-wide stats for Public Advisors LLC
About
Public Advisors serves mainly individual retail clients through discretionary portfolio management delivered exclusively online via the Public Platform and mobile app. Its advisory offerings include Treasury Accounts that use configurable U.S. Treasury “ladders,” Direct Index Accounts that invest in the individual stocks of licensed benchmark indexes, and Generated Assets Accounts that enable clients to invest in custom indexes produced by the firm’s GenA AI tool.
The firm operates as a software-driven, automated adviser: account implementation, rebalancing, and automated tax-loss harvesting for Direct Index Accounts are performed by its proprietary systems, and clients transact and receive communications digitally rather than through in-person advice. GenA interprets natural-language prompts to construct custom indexes and displays historical and hypothetical performance for informational purposes, and all accounts are managed on a discretionary basis and require opening a brokerage account with its affiliated broker-dealer, Public Investing.
Notable distinctions include the firm’s internet-only model combined with an unusually high client-to-advisor ratio — the brochure shows roughly 4,521 clients served by eight advisors — indicating a highly scaled, technology-centric practice. The brochure also highlights structural features that set Public Advisors apart from many peers: a required relationship with its affiliated broker-dealer for account opening and trade execution, reliance on a single fractional-Treasury liquidity provider via its custodian, the availability of AI-generated index outputs and performance displays, and an emphasis on automated portfolio services rather than individualized financial planning.
Based on Public Advisors LLC
Expertise
Based on Public Advisors LLC
Location
530 Broadway, 4th Floor
New York NY 10012
Advisors at this office
3
Advisors at this office
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 with Public Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at McKinsey & Company from 2013 to 2017 and various firms affiliated with Social Finance, Inc. since 2017. Public Advisors serves primarily individual retail clients through discretionary portfolio management delivered exclusively online via its platform and mobile app. The firm uses proprietary technology for account implementation, rebalancing, and tax-loss harvesting, and offers investment options including U.S. Treasury ladders, direct indexing, and AI-generated custom index accounts.
Trent M
Series 66
New York, NY
Public Advisors LLC
Trent Moran is a financial advisor with Public Advisors LLC in New York, NY, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at LPL Financial LLC and various positions connected to Fairfield University and other companies. Public Advisors LLC serves primarily individual retail clients through discretionary portfolio management delivered entirely online via its proprietary platform and mobile app. The firm uses technology-driven investment approaches, including Treasury “ladders,” direct indexing, and AI-generated custom index strategies, managing accounts on a discretionary basis with automated implementation and digital client communications.
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