ROBO ADVISOR, INC.
CRD #155976 SEC #801-72066 LAKE MARY, FL (407) 474-5600
SEC Registered Broker-Dealer Disclosures
Total AUM
--
Discretionary
--
Employees
3
Clients
0
Accounts
--
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOAGLIN, MARK, EDWARD | I | COO | NA | Control |
| PAGAN, FRANK, ERIC | I | COO | NA | Control |
| PAGAN, FRANK, ERIC | I | COO | NA | Control |
| PAGAN, FRANK, ERIC | I | COO | NA | Control |
| PAGAN, FRANK, ERIC | I | COO | NA | Control |
| REALE, LAUREN, T | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| REALE, LAUREN, THI | I | CFO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| SCHANTZ, GARY, EDWARD | I | CEO | NA | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | MANAGING DIRECTOR, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | CEO, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | CEO, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | CEO, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | CEO, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | CEO, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | CEO, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | CEO, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | FOUNDER & CEO, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | CEO, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | FOUNDER & CEO, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
| HOVERMALE, JEFFREY, JOSEPH | I | FOUNDER & CEO, CIO, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (16)
CA CO FL GA IA ID IN KS MN NC NM NY OH TN TX UT
Address
255 PRIMERA BOULEVARDSUITE 160
LAKE MARY, FL 32746-2168
United States
Phone: (407) 474-5600