Andrea L. Hall

PROVERBI CAPITAL ADVISORS

Cocoa, FL 32922

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CRD#: 7491448

Professional summary

Andrea Lynn Hall, who also goes by Andrea Geiser, Andrea Janssen, is a registered financial advisor currently at PROVERBI CAPITAL ADVISORS, LLC located in Cocoa, Florida.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Andrea has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea Geiser | Andrea Janssen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) New Vision Investment Strategies, LLC; Inv Rel; Ins Agent; Cocoa, FL; insurance sales and services; start 05/2024; Approx 50% of time; approx 80 hr/mo. 2) Waves Realty; Yes Investment Related; 943 Wimbledon Dr., Melbourne, FL 32940; Real Estate; Real Estate Agent; START DATE: 03/2015 ; Approx. 10 hours a month; Approx. 00 hours during trading; Buying and Selling houses for clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Lynn Hall's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 11, 2024 - Present

PROVERBI CAPITAL ADVISORS, LLC

Office #1: 600 Florida Avenue Suite 103, Cocoa, FL 32922Office #2: 600 Florida Avenue Suite 103, Cocoa, FL 32922Office #3: 1900 S. Harbor City Blvd Suite 329, Melbourne, FL 32901

RIA

CRD#: 316555

Cocoa, FL

Past

August 25, 2023 - May 15, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Cocoa, FL

Past

January 14, 2022 - July 31, 2023

SOUND INCOME STRATEGIES, LLC

RIA

CRD#: 173272

Melbourne, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/11/2021

Uniform Investment Adviser Law Examination

Current Firm

PROVERBI CAPITAL ADVISORS, LLC

CRD#: 316555 / SEC#:

Florida

Registered Investment Advisory firm - (10/19/2021 Approved)

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Contact information

Main Address

1900 S. Harbor City Blvd Suite 329, Melbourne, FL 32901

Mailing Address

Phone number

(321) 252-8585

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	151
AUM (Assets Under Management)	$ 17,680,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrea L. Hall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Lynn Hall's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROVERBI CAPITAL ADVISORS, LLC

AE WEALTH MANAGEMENT, LLC

SOUND INCOME STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/2021

Current Firm

PROVERBI CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROVERBI CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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