Richard Hoyt is a registered investment advisor at Dbia, LLC., based in Southington, CT, with 26 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
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
DBIA charges a fee for managing investments based on a percentage of the total value of your portfolio. This may include solicitation fees paid directly by third-party investment firms that handle your actual money. Fees are generally negotiable.
Location
Southington, CT
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Regulatory History
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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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.
State Registrations1 state
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
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