Andrea Lynn Hall

Employer firm

Proverbi Capital Advisors, LLC CRD 316555

$14.4M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → Present
  Waves Realty
  Melbourne, FL
• 01/2022 → 08/2023
  Sound Income Strategies Llc
  Fort Lauderdale, FL
• 09/2018 → 07/2023
  Arbor Financial Services
  Merlbourne, FL
• 06/2015 → 09/2021
  Americoast Insurance
  Melbourne, FL
• 08/2023 → 05/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2024 → Present
  Proverbi Capital Advisors, Llc
  Cocoa, FL
• 02/2025 → Present
  Proverbi Capital Advisors, Llc
  Cocoa, FL
• 01/2012 → 05/2024
  Andrea Hall, Sole Propritor
  Cocoa, FL
• 07/2023 → 05/2024
  Big Financial Services
  Cocoa, FL
• 05/2024 → Present
  New Vision Investment Strategies, Llc
  Cocoa, FL

Previous Registrations

• 2023-08-25 → 2024-05-15
  Ae Wealth Management, Llc
  Cocoa, FL
• 2022-01-14 → 2023-07-31
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
  Melbourne, FL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-11

Other Names

• Andrea Geiser
• Andrea Janssen