ROBO ADVISOR, INC. of LAKE MARY, FL is an SEC-registered investment adviser (CRD 155976). This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Other.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2018-12-31 | regulatory | RULE 9552 SUSPENSION | Final | — |