Kyle E. Hauser

ATLAS FINANCIAL ADVISORS

BOCA RATON, FL 33431

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CRD#: 4559863

Professional summary

Kyle Edmund Hauser, who also goes by Kyle E Hauser, Kyle Hauser, is a registered financial advisor currently at ATLAS FINANCIAL ADVISORS, LLC located in Boca Raton, Florida.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kyle has worked at 11 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle E Hauser | Kyle Hauser

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Edmund Hauser's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 14, 2025 - Present

ATLAS FINANCIAL ADVISORS, LLC

Office #1: 4800 T-rex Ave Suite 100, Boca Raton, FL 33431

RIA

CRD#: 285580

BOCA RATON, FL

Past

March 15, 2013 - October 1, 2013

G-2 TRADING,LLC

CRD#: 44018

NEW YORK, NY

Past

February 14, 2011 - March 18, 2011

MORGAN STANLEY

CRD#: 149777

WEST PALM BEACH, FL

Past

May 25, 2010 - January 14, 2011

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

NASHUA, NH

Past

March 2, 2010 - January 14, 2011

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

NASHUA, NH

Past

February 4, 2009 - June 4, 2009

FIS BROKERAGE & SECURITIES SERVICES LLC

CRD#: 104162

MIAMI BEACH, FL

Past

January 1, 2007 - February 27, 2007

LEMPERT BROTHERS INTERNATIONAL USA, INC.

CRD#: 128241

NEW YORK, NY

Past

July 29, 2004 - December 31, 2004

SYNERGY INVESTMENT GROUP, LLC

CRD#: 46035

CHARLOTTE, NC

Past

May 21, 2003 - March 15, 2004

HUNTER SCOTT FINANCIAL LLC.

CRD#: 45559

DELRAY BH, FL

Past

February 11, 2003 - June 25, 2003

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

ATLANTA, GA

Past

August 27, 2002 - February 19, 2003

LH ROSS & COMPANY, INC.

CRD#: 37920

BOCA RATON, FL

Past

July 16, 2002 - January 27, 2003

PLATINUM INVESTMENT CORP.

CRD#: 107211

ROCHESTER, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/2/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/17/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/14/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/12/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/2002

General Securities Representative Examination

Current Firm

ATLAS FINANCIAL ADVISORS, LLC

ATLAS FINANCIAL ADVISORS, LLC | BROADBILL ADVISORS, LLC

CRD#: 285580 / SEC#:

Connecticut

Registered Investment Advisory firm - (7/15/2022 Approved)

Florida

Registered Investment Advisory firm - (2/24/2017 Approved)

New Jersey

Registered Investment Advisory firm - (12/14/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (5/26/2023 Approved)

Texas

Registered Investment Advisory firm - (8/23/2023 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4800 T-rex Ave Suite 100, Boca Raton, FL 33431

Mailing Address

Phone number

(561) 350-6738

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 64,044,159

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/30/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kyle E. Hauser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Edmund Hauser's CRS (Customer Relationship Summary).

Certified licenses

Experience

G-2 TRADING,LLC

MORGAN STANLEY

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

FIS BROKERAGE & SECURITIES SERVICES LLC

LEMPERT BROTHERS INTERNATIONAL USA, INC.

SYNERGY INVESTMENT GROUP, LLC

HUNTER SCOTT FINANCIAL LLC.

J.P. TURNER & COMPANY, L.L.C.

LH ROSS & COMPANY, INC.

PLATINUM INVESTMENT CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2024

Series 66

Date: 5/17/2010

Series 63

Date: 11/14/2002

SIE

Date: 2/12/2022

Series 7

Date: 7/15/2002

Current Firm

ATLAS FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ATLAS FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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