Unclaimed Profile

Mark Edward Hoaglin

ROBO ADVISOR, INC.·LAKE MARY, Florida

SIE, Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 63, Series 65, Series 99TOCFPClean record23 years registeredROBO ADVISOR, INC.

255 PRIMERA BOULEVARD, LAKE MARY, FL 32746-2168CRD# 2699114Firm CRD# 155976

Profile Verification

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

Identity

Mark Edward Hoaglin · LAKE MARY, FL

Registration

CRD #2699114 · ROBO ADVISOR, INC. · 23 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jan 2022 – present

ROBO ADVISOR, INC.

Mar 2021 – May 2021

Danville, CA

CUSO FINANCIAL SERVICES, L.P.

Sep 2009 – Feb 2021

SAN DIEGO, CA

UVEST FINANCIAL SERVICES GROUP, INC.

Apr 2008 – Nov 2008

SAN DIEGO, CA

XCU CAPITAL CORPORATION, INC.

Nov 2004 – Mar 2008

RALEIGH, NC

CITICORP INVESTMENT SERVICES

Mar 2003 – Oct 2004

LONG ISLAND CITY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · March 7, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Mark Edward Hoaglin offer?

Mark Edward Hoaglin specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.

What are Mark Edward Hoaglin's credentials?

Mark Edward Hoaglin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Edward Hoaglin located?

Mark Edward Hoaglin 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 Mark Edward Hoaglin charge for services?

Mark Edward Hoaglin'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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