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Jeffrey Joseph Hovermale

ROBO ADVISOR, INC.·LAKE MARY, Florida
ROBO 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.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Jeffrey Joseph Hovermale is a registered financial advisor based in LAKE MARY, Florida, affiliated with ROBO ADVISOR, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ROBO ADVISOR, INC.
ROBO ADVISOR, INC.
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ROBO ADVISOR, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: SUBSCRIPTION FEE AS A FLAT TRADING FEE.
Regulatory
SEC/IARD CRD# 2104629
Firm CRD# 155976
View on FINRA BrokerCheck →

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05

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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Other Advisors at ROBO ADVISOR, INC.

Lauren Thi Reale
LAKE MARY, FL
Mark Edward Hoaglin
LAKE MARY, FL

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Research
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