CFO · Robo Advisor, Inc.
Lauren T. Reale
CRD 5871780 · 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 Lauren T. Reale on its Form ADV as CFO, a control person.
Firms and roles
- Robo Advisor, Inc.CFOBroker-dealer firm · Lake Mary, FL · $0M in regulatory assets
AtlasMembers
Lauren’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
- Jeffrey J. HovermaleFounder & CEO, CIO, Chief Compliance Officer, 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 Lauren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.