DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Hoyt Scott Robey

Simplicity Wealthmixed wealthSummit, Nj IA-onlyIAPD 2927026

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Hoyt S Robey

At current firm

3 y

since May 16, 2023

In the industry

35 y

since Sep 1, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/hoyt-robey-9430a28reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Simplicity Wealth mixed wealth current
since May 16, 2023 · Summit, Nj
Townsquare Capital, LLC asset manager
Mar 27, 2020 to Jun 28, 2023 · Farmington, Ut
Ars Investment Advisors, Inc. former
May 17, 2018 to Mar 30, 2020 · Kaysville, Ut
Allstate Financial Advisors, LLC BD affiliated
Mar 10, 2016 to May 22, 2018 · Ogden, Ut
Personal Economics LLC unclassified
Sep 18, 2015 to Jan 28, 2016 · Bellevue, Wa
The Retirement Solution LLC independent RIA
Oct 2, 2014 to Aug 11, 2015 · Seattle, Wa
Allegis Investment Advisors, LLC former
Apr 16, 2013 to Oct 2, 2014 · Idaho Falls, Id

Moves

a registration end followed by a registration begin elsewhere

Townsquare Capital, LLC to Simplicity Wealth
left Jun 28, 2023, registered May 16, 2023 (-43 days) · RIA to RIA
Ars Investment Advisors, Inc. to Townsquare Capital, LLC
left Mar 30, 2020, registered Mar 27, 2020 (-3 days) · RIA to RIA
Allstate Financial Advisors, LLC to Ars Investment Advisors, Inc.
left May 22, 2018, registered May 17, 2018 (-5 days) · Affiliated broker-dealer or bank to a newly registered adviser
Personal Economics LLC to Allstate Financial Advisors, LLC
left Jan 28, 2016, registered Mar 10, 2016 (42 days) · Other
The Retirement Solution LLC to Personal Economics LLC
left Aug 11, 2015, registered Sep 18, 2015 (38 days) · Other
Allegis Investment Advisors, LLC to The Retirement Solution LLC
left Oct 2, 2014, registered Oct 2, 2014 (0 days) · Other

Signals

Hoyt Scott Robey left Townsquare Capital, Llc for Simplicity Wealth (registered 2023-05-16)
Jun 28, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address