Trent Arthur Moran
Investment adviser representative at Public Advisors LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Public Advisors LLCOct 2025 to now
- Open To the Public InvestingJun 2025 to now
- LPL Financial LLCJul 2023 to Jun 2025
- Fairfield UniversitySep 2022 to May 2023
- Kolmar AmericasSep 2022 to Apr 2023
- Lincoln SurveyingMay 2022 to Aug 2022
- Fairfield UniversitySep 2021 to May 2022
- The Big CheeseMay 2021 to Aug 2021
- Fairfield UniversitySep 2020 to May 2021
- King Family VineyardsMay 2020 to Aug 2020
- Fairfield UniversitySep 2019 to May 2020
- King Family VineyardsMay 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7777977
- Firm CRD
- 318234