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Lauren Thi Reale

ROBO ADVISOR, INC.·LAKE MARY, Florida
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255 PRIMERA BOULEVARD, LAKE MARY, FL 32746-2168CRD# 5871780Firm CRD# 155976
01

About

Lauren Thi Reale 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
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# 5871780
Firm CRD# 155976
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lauren Thi Reale offer?
Lauren Thi Reale specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Lauren Thi Reale's credentials?
Lauren Thi Reale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Thi Reale located?
Lauren Thi Reale 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 Lauren Thi Reale charge for services?
Lauren Thi Reale'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 in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCBarry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Chad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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