DH
DH

Donald Hoyt

26 Years of Experience
Fairport, NY
Broker

Donald Hoyt is a registered investment advisor at Wells Fargo Advisors, based in Fairport, NY, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

121 S Main St, Fairport, NY, 14450

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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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Employment History
Current Registrations
Wells Fargo Advisors
June 2011 - Present · 14 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - February 2011 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 1999 - April 2007 · 7 yrs 11 mos
State Registrations26 states
AZCACOCTFLGAKYMAMDMEMIMONCNJNYOHORPARISCTNTXUTVAWAWV
AdvisorBrokerBoth

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.
Donald Hoyt - Financial Advisor | TrueAdvisor