Trent A. Moran

PUBLIC ADVISORS LLC

NEW YORK, NY 10013

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CRD#: 7777977

Professional summary

Trent Arthur Moran is a registered financial advisor currently at PUBLIC ADVISORS LLC located in New York, New York and OPEN TO THE PUBLIC INVESTING, INC. located in New York, New York.

Trent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Trent has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 11/01/2023 - Financial Resources Group Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Arthur Moran's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 21, 2025 - Present

PUBLIC ADVISORS LLC

Office #1: 6 Harrison St. 5th Floor, New York, NY 10013

RIA

CRD#: 318234

NEW YORK, NY

Current

June 18, 2025 - Present

OPEN TO THE PUBLIC INVESTING, INC.

Office #1: 6 Harrison St 5th Floor/suite, New York, NY 10013

CRD#: 127818

New York, NY

Past

February 15, 2024 - June 20, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

January 5, 2024 - June 20, 2025

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PUBLIC ADVISORS LLC

OPEN TO THE PUBLIC ADVISORS | PUBLIC.COM | PUBLIC ADVISORS LLC. | PUBLIC ADVISORS LLC

CRD#: 318234 / SEC#: 801-123433

RIA

Registered Investment Advisory firm - (3/24/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(6/18/2025)

IAR

New York
(10/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/14/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/5/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/21/2023

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 7/2/2024

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PUBLIC ADVISORS LLC

OPEN TO THE PUBLIC ADVISORS | PUBLIC.COM | PUBLIC ADVISORS LLC. | PUBLIC ADVISORS LLC

CRD#: 318234 / SEC#: 801-123433

RIA

Registered Investment Advisory firm - (3/24/2022 Approved)

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Contact information

Main Address

6 Harrison St. 5th Floor, New York, NY 10013

Mailing Address

Phone number

(212) 401-6946

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- PUBLIC ADVISORS LLC. (10/2/2025)

Regulatory assets under management

Total Number of Accounts	1,429
AUM (Assets Under Management)	$ 8,812,622

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Trent A. Moran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Arthur Moran's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPEN TO THE PUBLIC INVESTING, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

PUBLIC ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/14/2024

Series 7TO

Date: 1/5/2024

SIE

Date: 8/21/2023

Series 24

Date: 7/2/2024

FINRA

Current Firm

PUBLIC ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PUBLIC ADVISORS LLC

TRUST BUT VERIFY

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