# ROBO ADVISOR, INC.

ROBO ADVISOR, INC. of LAKE MARY, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 155976
- Type: SEC-registered investment adviser
- SEC file number: 801-72066
- Location: 255 PRIMERA BOULEVARD, SUITE 160, LAKE MARY, FL, 32746-2168
- Phone: (407) 474-5600
- Latest filing: 2026-04-01
- Clients: 3

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Joseph Hovermale | FOUNDER & CEO, CIO, CHIEF COMPLIANCE OFFICER | — |
| Lauren Thi Reale | CFO | — |
| HOVERMALE JEFFREY JOSEPH | CEO, CIO, CHIEF COMPLIANCE OFFICER; FOUNDER & CEO, CIO, CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | — |
| SCHANTZ GARY EDWARD | CEO | — |
| REALE LAUREN THI | CFO | — |
| REALE LAUREN T | CFO | — |
| PAGAN FRANK ERIC | COO | — |
| HOAGLIN MARK EDWARD | COO | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-12-31 | regulatory | RULE 9552 SUSPENSION | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155976/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155976/similar
- Related entities: https://search.stillhousedata.com/firm/155976/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155976

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.