Michael Matzner
Investment adviser representative at Public Advisors LLC
14 yearsExperience
2 statesRegistered in
$18.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Public Advisors LLCJul 2026 to now
- Open To the Public Investing, Inc.Jul 2026 to now
- Ally Invest AdvisorsJul 2021 to Jul 2026
- Ally Invest Securities LLCJul 2021 to Jul 2026
- UnemployedMar 2020 to Jul 2021
- Garton & Associates Financial Advisors, LLC dba AimFeb 2018 to Nov 2019
- Securities Service Network, incDec 2016 to Nov 2019
- Baptist East MilestoneFeb 2012 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (KY, NY).
Public Advisors LLC
$18.8MAssets managed
4,521Clients
8Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6706170
- Firm CRD
- 318234