Kylee E. Hall

HEALTHCARE COMMUNITY SECURITIES

Danbury, CT

Some features on this profile are disabled

CRD#: 5155508

Professional summary

Kylee Erin Hall, who also goes by Kylee Erin Bruno, Kylee E Hall, Kylee Erin Hall, is a registered financial advisor currently at HEALTHCARE COMMUNITY SECURITIES CORP. located in Danbury, Connecticut.

Kylee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Kylee has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kylee Erin Bruno | Kylee E Hall | Kylee Erin Hall

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 Kylee Erin Hall's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Kylee Erin Hall's CRS (Customer Relationship Summary).

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

May 1, 2024 - Present

HEALTHCARE COMMUNITY SECURITIES CORP.

RIA

CRD#: 36026

Danbury, CT

Current

May 1, 2024 - Present

HEALTHCARE COMMUNITY SECURITIES CORP.

RIA

CRD#: 36026

Danbury, CT

Past

October 26, 2023 - April 30, 2024

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

Past

January 17, 2020 - March 20, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Pearl River, NY

Past

January 13, 2020 - November 13, 2023

LPL FINANCIAL LLC

CRD#: 6413

TARRYTOWN, NY

Past

November 17, 2017 - January 21, 2020

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Rye Brook, NY

Past

April 6, 2015 - October 23, 2017

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

PEARL RIVER, NY

Past

August 26, 2013 - May 1, 2015

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

PEARL RIVER, NY

Past

November 30, 2010 - October 20, 2017

LPL FINANCIAL LLC

CRD#: 6413

PEARL RIVER, NY

Past

November 30, 2007 - December 1, 2010

NRP ADVISORS, INC.

RIA

CRD#: 141430

PEARL RIVER, NY

Past

November 30, 2007 - November 30, 2010

NRP FINANCIAL, INC.

CRD#: 103717

PEARL RIVER, NY

Past

May 15, 2007 - December 6, 2007

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

PURCHASE, NY

Past

January 26, 2007 - December 6, 2007

PRINCIPAL SECURITIES, INC.

CRD#: 1137

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HEALTHCARE COMMUNITY SECURITIES CORP.

HANYS BENEFIT SERVICES | TRUEPLAN BENEFIT AND RETIREMENT ADVISORS | STRATEGIC BENEFIT SERVICES | HEALTHCARE COMMUNITY SECURITIES CORPORATION | HEALTHCARE COMMUNITY SECURITIES CORP.

CRD#: 36026 / SEC#: 801-67370, 8-46981

RIA

Registered Investment Advisory firm - SEC (1/5/2007 Approved)

New York

Registered Investment Advisory firm - SEC (3/25/2011 Terminated)

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

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).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Connecticut
(11/24/2025)

Connecticut
(1/20/2026)

New York
(5/1/2024)

IAR

New York
(5/1/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/25/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/25/2025

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

HEALTHCARE COMMUNITY SECURITIES CORP.

HANYS BENEFIT SERVICES | TRUEPLAN BENEFIT AND RETIREMENT ADVISORS | STRATEGIC BENEFIT SERVICES | HEALTHCARE COMMUNITY SECURITIES CORPORATION | HEALTHCARE COMMUNITY SECURITIES CORP.

CRD#: 36026 / SEC#: 801-67370, 8-46981

RIA

Registered Investment Advisory firm - SEC (1/5/2007 Approved)

New York

Registered Investment Advisory firm - SEC (3/25/2011 Terminated)

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

One Empire Drive, Rensselaer, NY 12144

Mailing Address

One Empire Drive, Rensselaer, NY 12144

Phone number

(518) 431-7600

Established

New York since 07/21/1993

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (4 States and Territories)

FINRA licenses (4 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

HEALTHCARE COMMUNITY SECURITIES CORP ADV BROCHURE (3/20/2025)

Direct owners and executive officers

Name	Position	CRD#
GROUP INSURANCE AGENCY	PARENT CORPORATION
BORYSZAK, MARTIN W	BOARD OF DIRECTOR	7879632
BUCK, NOAH PATRICK	PRESIDENT	7071368
CUSACK, MICHELE L.	BOARD OF DIRECTOR	8030752
GELLER, MARK ELI	BOARD OF DIRECTOR	7880534
HAYES, MARY KATHERINE	CFO	6496056
LAROSE, JENNIFER	CHIEF COMPLIANCE OFFICER	3094139
MANZER, ANDREW RAYMOND	BOARD OF DIRECTOR	6852044
MCCOLLUM, CYNTHIA	BOARD OF DIRECTOR	7564445
RATNER, JOSHUA S	BOARD OF DIRECTOR	7880541
SCHILLER, JONATHAN DAVID	BOARD OF DIRECTOR	7880562
SMITH, JAMES	BOARD OF DIRECTOR	8030764
THOMAS, HUGH RICHARD	BOARD OF DIRECTOR	6852059
VERZI, DENNIS JAMES	BOARD OF DIRECTORS	6468921

Regulatory assets under management

Total Number of Accounts	110
AUM (Assets Under Management)	$ 4,551,889,453

Disclosures

Regulatory Event

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kylee E. Hall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kylee Erin Hall's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Kylee Erin Hall's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEALTHCARE COMMUNITY SECURITIES CORP.

HEALTHCARE COMMUNITY SECURITIES CORP.

ADP BROKER-DEALER, INC.

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

GLOBAL RETIREMENT PARTNERS LLC

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

NRP ADVISORS, INC.

NRP FINANCIAL, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

HEALTHCARE COMMUNITY SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2013

SIE

Date: 10/1/2018

Series 7

Date: 1/25/2007

Series 24

Date: 4/25/2025

FINRA

Current Firm

HEALTHCARE COMMUNITY SECURITIES CORP.

Contact information

SEC notice filing (4 States and Territories)

FINRA licenses (4 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

HEALTHCARE COMMUNITY SECURITIES CORP.

TRUST BUT VERIFY

Similar Advisors