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ROBO ADVISOR, INC.

CRD 155976 · SEC 801-72066

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255 PRIMERA BOULEVARD, SUITE 160, LAKE MARY, FL, 32746-2168, United States

Phone

(407) 474-5600

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

3 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; SUBSCRIPTION FEE AS A FLAT TRADING FEE.

Org form

Corporation

Filing date

2026-04-01

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)RISK PROFILING AND PORTFOLIO CONSTRUCTION

States served

FL

All web addresses on file

Official SEC filing: View on IAPD