Hoyt Robey (CRD# 2927026) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 26 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simplicity Wealth | Woods Cross, UT | May 2023 - Current | 1 |
| Personal Economics Financial Group, LLC | Woods Cross, UT | Sep 1991 - Current | 32 |
| Townsquare Capital LLC | Woods Cross, UT | Mar 2020 - May 2023 | 3 |
| Ars Investment Advisors, Inc. | South Jordan, UT | May 2018 - Mar 2020 | 1 |
| Allstate Insurance Co | Draper, UT | Feb 2016 - May 2018 | 2 |
| Allstate | Lincoln, NE | Dec 2015 - May 2018 | 2 |
| Personal Economics LLC | Bellevue, WA | Jan 2003 - Nov 2015 | 12 |
| Self-employed Beneficial Life | Federal Way, WA | Aug 1991 - Nov 2015 | 24 |
| Absolute Return Solutions | Seattle, WA | Sep 2014 - Jun 2015 | < 1 |
| Allegis Investment Services, LLC | Idaho Falls, ID | Apr 2014 - Sep 2014 | < 1 |
| Allegis Investment Advisors, LLC | Idaho Falls, ID | Jan 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- UT
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Total Assets Under Management3,167MILLIONS
-
Total Number of Accounts6,188ACCOUNTS
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Average Account Value$511,725
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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