Hoyt
Robey
Townsquare Capital, LLC
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About this Advisor
Hoyt Robey is a financial advisor working out of Woods Cross, Utah with a total of 3 years of industry experience. Robey currently works for Townsquare Capital, LLC. The advisor has gained experience at Self-Employed Beneficial Life, Personal Economics LLC, Allegis Investment Advisors, LLC, Allegis Investment Services, LLC, Absolute Return Solutions, Townsquare Capital LLC, Allstate Insurance Co, Ars Investment Advisors, Inc, Allstate and Personal Economics. Robey has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. Townsquare Capital, LLC is a financial advisory business headquartered in Provo, UT. The firm has offices in 40 locations and a total of 89 people on staff. It oversees $6 billion in assets among its 28,608 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 60 charitable organizations. Of its 28,608 accounts, just 9% are held by high-net-worth clients who have more than $1 million in investable assets. The firm offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees largely depend on which services are offered. Fee types charged by Townsquare Capital, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsquare Capital, LLC Brokerage Details
$6,244,414,527
89
28,608
$218,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Hoyt Robey Work History
Hoyt has been registered as a financial advisor for 3 years.*
Townsquare Capital LLC
Personal Economics
Ars Investment Advisors, Inc
Allstate Insurance Co
Allstate
Allegis Investment Services, LLC
Absolute Return Solutions
Allegis Investment Advisors, LLC
Personal Economics LLC
Self-Employed Beneficial Life
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hoyt Robey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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