DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Consultant35 years in industry

HOYT SCOTT ROBEY

Advisor at SIMPLICITY WEALTH

SUMMIT, NJ | Woods Cross, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e121d71-48a4-3736-163f-33ae4cefa24c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 16, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SIMPLICITY WEALTH
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Apr 27, 1998
First registration: Apr 16, 2013
Dual registered: no
Other names: HOYT S ROBEY
IAPD individual key: 2927026

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SIMPLICITY WEALTH	Mixed wealth	May 16, 2023	n/a	yes	SUMMIT, NJ\|Woods Cross, UT	Current employment
TOWNSQUARE CAPITAL, LLC	Asset manager	Mar 27, 2020	Jun 28, 2023	no	Farmington, UT\|LEHI, UT\|Woods Cross, UT	Previous registration
ARS INVESTMENT ADVISORS, INC.	Former SEC adviser	May 17, 2018	Mar 30, 2020	no	KAYSVILLE, UT	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Mar 10, 2016	May 22, 2018	no	Ogden, UT\|Draper, UT	Previous registration
PERSONAL ECONOMICS LLC	n/a	Sep 18, 2015	Jan 28, 2016	no	BELLEVUE, WA	Previous registration
THE RETIREMENT SOLUTION LLC	Independent wealth	Oct 2, 2014	Aug 11, 2015	no	SEATTLE, WA\|REDMOND, WA	Previous registration
ALLEGIS INVESTMENT ADVISORS, LLC	Former SEC adviser	Apr 16, 2013	Oct 2, 2014	no	IDAHO FALLS, ID\|BELLEVUE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TOWNSQUARE CAPITAL, LLC	SIMPLICITY WEALTH	Jun 28, 2023	May 16, 2023	-43	Firm change after gap	RIA to RIA
ARS INVESTMENT ADVISORS, INC.	TOWNSQUARE CAPITAL, LLC	Mar 30, 2020	Mar 27, 2020	-3	Firm change	RIA to RIA
ALLSTATE FINANCIAL ADVISORS, LLC	ARS INVESTMENT ADVISORS, INC.	May 22, 2018	May 17, 2018	-5	Firm change	Ibd to new firm
PERSONAL ECONOMICS LLC	ALLSTATE FINANCIAL ADVISORS, LLC	Jan 28, 2016	Mar 10, 2016	42	Firm change	Other
THE RETIREMENT SOLUTION LLC	PERSONAL ECONOMICS LLC	Aug 11, 2015	Sep 18, 2015	38	Firm change	Other
ALLEGIS INVESTMENT ADVISORS, LLC	THE RETIREMENT SOLUTION LLC	Oct 2, 2014	Oct 2, 2014	0	Firm change	Other

Relationships

Registered with (7)

→ SIMPLICITY WEALTHRegistered adviserregistration: current employment
May 16, 2023 to presentfactForm ADV
→ TOWNSQUARE CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 27, 2020 to Jun 28, 2023factForm ADV
→ ARS INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
May 17, 2018 to Mar 30, 2020factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 10, 2016 to May 22, 2018factForm ADV
→ PERSONAL ECONOMICS LLCRegistered adviserregistration: previous registration
Sep 18, 2015 to Jan 28, 2016factForm ADV
→ THE RETIREMENT SOLUTION LLCRegistered adviserregistration: previous registration
Oct 2, 2014 to Aug 11, 2015factForm ADV
→ ALLEGIS INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 16, 2013 to Oct 2, 2014factForm ADV

Dated events

Occurred
Jun 28, 2023
Advisor changed firm
Hoyt Scott Robey left Townsquare Capital, Llc for Simplicity Wealth (registered 2023-05-16)
Form ADVobserved 6 days ago