Public Advisors LLC

Michael Percy is a financial advisor with Public Advisors LLC in Denver, CO, holding a Series 66 designation and one year of industry experience. Before joining Public Advisors, he worked at Fidelity Investments and has experience in self-employment and product sales. Outside of advising, he pursues music as an artist and is involved in product research and marketing for Amazon FBA. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online advisory platform. The firm offers automated, discretionary portfolio management using software-driven processes, including AI-constructed custom indexes and automated tax-loss harvesting.

Eric Richaudeau is a financial advisor at Public Advisors LLC based in Raleigh, NC, holding a Series 66 designation. He has been with Public Holdings, Inc. and Open to the Public Investing, Inc. since 2021. His prior roles include positions at World Courier, Argo AI, and the Certified Financial Planners Board of Standards Inc. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online platform offering automated, discretionary portfolio management with a focus on Treasury Accounts, Direct Index Accounts, and AI-constructed custom index strategies. The firm employs a software-driven investment process that includes automated rebalancing and tax-loss harvesting, operating exclusively via its website and mobile app.

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 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.

Austin Mc Clure is a financial advisor with Public Advisors LLC in Raleigh, NC, holding a Series 66 designation and two years of industry experience. He has worked with Open to the Public Investing, Inc. and Public Holdings, Inc. since 2021. Outside of finance, he is involved with Theatre Raleigh as a concessions assistant and sound board operator. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online advisory platform that offers automated, discretionary portfolio management with a software-driven investment process. The firm’s services include Treasury Accounts, Direct Index Accounts, and AI-constructed custom index portfolios, operating exclusively via its website and mobile app.

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.

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 for four years. Outside of his advisory role, he works part-time on weekends as an eStore shopper at H-E-B. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online platform offering automated, discretionary portfolio management. The firm’s software-driven approach includes customizable Treasury ladders, direct indexing, and AI-constructed custom indexes, with portfolio management executed via its proprietary automated tools.