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PUBLIC ADVISORS LLC

NEW YORK, NY · CRD 318234 · IAPD ↗ · 212-401-6946

$18.8MRegulatory AUM
2Advisory reps
44Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2025 — PUBLIC ADVISORS LLC. is now doing business as PUBLIC ADVISORS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
67
August 2025 — PUBLIC ADVISORS LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
March 2025 — PUBLIC ADVISORS LLC. notice-filed in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.