Trent Arthur Moran
Investment Adviser Representative at Public Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Trent Arthur Moran is an investment adviser representative with Public Advisors LLC in New York, NY, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with LPL Financial LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New York.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
1 state or territory
New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCJul 2023 – Jun 2025Fort Mill, SC
- King Family VineyardsMay 2016 – Aug 2019Crozet, VA
- Fairfield UniversitySep 2019 – May 2020Fairfield, CT
- King Family VineyardsMay 2020 – Aug 2020Crozet, VA
- Fairfield UniversitySep 2020 – May 2021Fairfield, CT
- The Big CheeseMay 2021 – Aug 2021Charlottesville, VA
- Fairfield UniversitySep 2021 – May 2022Fairfield, CT
- Lincoln SurveyingMay 2022 – Aug 2022Charlottesville, VA
- Fairfield UniversitySep 2022 – May 2023Fairfield, CT
- Kolmar AmericasSep 2022 – Apr 2023Shelton, CT
- Open to the Public InvestingJun 2025 – no end date reportedNew York, NY
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Public Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Treasury Tier 10.29%
- Treasury Tier 20.24%
- Treasury Tier 30.19%
- Treasury Tier 40.14%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New York, NY
- SEC file number:
- 801-123433
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 29, 2026
View full firm profileOther advisors at Public Advisors LLC
7 other advisors in the directory
Similar advisors in New York, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trent Arthur Moran has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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