RH
RH

Richard Hoyt

25 Years of Experience
Southington, CT

Richard Hoyt is a registered investment advisor at Dbia, LLC., based in Southington, CT, with 25 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

DBIA, LLC charges a fee for managing assets based on a percentage of the value of your portfolio. This may include a fee paid to DBIA, LLC by the money management firm as a solicitation fee for placing your assets with them. All fees are negotiable under certain circumstances.

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Location

Southington, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Richard is a partner in Hoyt, Filippetti & Malaghan, LLC, a tax and accounting firm, since 2002. He devotes full-time hours to this business, which is not investment-related.

Employment History
Current Registrations
Dbia, LLC.
September 2000 - Present · 25 yrs 7 mos
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.