Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
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