Founder & CEO, CIO, Chief Compliance Officer · Robo Advisor, Inc.
Jeffrey J. Hovermale
CRD 2104629 · Named on Form ADV at one SEC-registered adviser
At a glance
Robo Advisor, Inc., an SEC-registered broker-dealer firm based in Lake Mary, FL with $0 in regulatory assets, lists Jeffrey J. Hovermale on its Form ADV as Founder & CEO, CIO, Chief Compliance Officer, a control person.
Firms and roles
- Robo Advisor, Inc.Founder & CEO, CIO, Chief Compliance OfficerBroker-dealer firm · Lake Mary, FL · $0M in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Lauren T. RealeCFO, Robo Advisor, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.