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Hoyt Scott Robey

Simplicity Wealth

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About Hoyt Scott Robey

Hoyt Scott Robey is a financial advisor who has been in the industry since 1991. Hoyt is a registered Investment Advisor Representative with Simplicity Wealth. He is licensed in Utah and has experience working with a variety of clients, including individuals, businesses, and institutions. Hoyt holds the Series 6, Series 63, and Series 65 licenses. He also holds the SIE designation. Hoyt is a member of the American Financial Education Alliance.

Firm Information

Hoyt Robey is currently registered with Simplicity Wealth. Simplicity Wealth is a Registered Investment Advisor based in SUMMIT, NJ with approximately $3.17 billion in regulatory assets under management. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, other investment advisors, banking or thrift institutions, and individuals other than high-net-worth.
Simplicity Wealth

86 SUMMIT AVE

SUMMIT, NJ 07901

$3.17B

Assets Under Management

16

Total Clients

74

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hoyt Robey’s Registration & Firm History

NJ

05/16/2023 - Present

Simplicity Wealth (SUMMIT NJ)

UT

03/14/2016 - 05/22/2018

ALLSTATE FINANCIAL SERVICES, LLC (OGDEN UT)

ID

04/15/2014 - 10/02/2014

ALLEGIS INVESTMENT SERVICES, LLC (IDAHO FALLS ID)

WA

03/26/2010 - 05/30/2014

SIGNATOR FINANCIAL SERVICES, INC. (BELLEVUE WA)

WA

09/03/2009 - 03/29/2010

LINCOLN FINANCIAL ADVISORS CORPORATION (RENTON WA)

OR

11/19/2008 - 09/04/2009

BENEFICIAL INVESTMENT SERVICES, INC. (PORTLAND OR)

WA

03/15/1999 - 12/13/2006

EQUITY SERVICES, INC. (BELLVUE WA)

CA

04/27/1998 - 03/03/1999

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 12/17/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hoyt Scott Robey.
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