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- Custodian
- Apex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-24-2022
- Office Locations
- 5
Office Locations
About Public Advisors LLC
Public (Public Advisors LLC; CRD 318234) is a New York–based investing platform for retail investors and active traders, offering stocks, ETFs, options, Treasuries/bonds, crypto, IRAs, high-yield cash, and direct indexing with tax-loss harvesting. Differentiators include stock/ETF options trading rebates, a Public API for programmatic trading with real-time data, and AI-powered market and earnings insights. Clearing via Apex.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jack J Chen
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Stephen William Sikes
Chief Executive Officer
- CRD
- #6912545
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Maria Keith
--
- CRD
- #4785779
Jonathan J Lopez
--
- CRD
- #7351448
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,797,471 | $4,158 |
| Non-Discretionary | $0 | -- |
| Total | $18,797,471 | $4,158 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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