Unclaimed Profile

Jeffrey Joseph Hovermale

ROBO ADVISOR, INC.·LAKE MARY, Florida

SIE, Series 6, Series 7, Series 26, Series 63, Series 6526 years registeredROBO ADVISOR, INC.

255 PRIMERA BOULEVARD, LAKE MARY, FL 32746-2168CRD# 2104629Firm CRD# 155976

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Joseph Hovermale · LAKE MARY, FL

Registration

CRD #2104629 · ROBO ADVISOR, INC. · 26 years registered

Brand Profile

Not yet started

Career History

ROBO ADVISOR, INC.

Feb 2022 – present

ROBO ADVISOR, INC.

Jan 2011 – Dec 2019

ORLANDO, FL

SOVEREIGN LEGACY, INC.

Jan 2011 – Dec 2018

LONGWOOD, FL

SPC

May 2000 – Dec 2010

HEATHROW, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · May 25, 2000

Years registered · 26

Disclosure History

2021Financial·Final

2018Employment Separation After Allegations

2018Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ROBO ADVISOR, INC.

CRD 155976 · SEC 801-72066

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by ROBO ADVISOR, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROBO ADVISOR, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Joseph Hovermale offer?

Jeffrey Joseph Hovermale specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.

What are Jeffrey Joseph Hovermale's credentials?

Jeffrey Joseph Hovermale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Joseph Hovermale located?

Jeffrey Joseph Hovermale is based in LAKE MARY, Florida, working with ROBO ADVISOR, INC.. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.

How does Jeffrey Joseph Hovermale charge for services?

Jeffrey Joseph Hovermale's firm is compensated through percentage of aum, hourly charges, other: subscription fee as a flat trading fee.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROBO ADVISOR, INC.?

ROBO ADVISOR, INC. has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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