KH
Kylee E. Hall
HEALTHCARE COMMUNITY SECURITIES
Rensselaer, NY 12144
Some features on this profile are disabled
CRD#: 5155508
KH
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 Rensselaer, New York.
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.
1. 1/13/2020 - SS/RBA, A DIVISION OF HUB INTERNATIONAL NORTHEAST - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 1/22/2020 - GLOBAL RETIREMENT PARTNERS LLC - DBA: SS/RBA, A DIVISION OF HUB INTERNATIONAL NORTHEAST - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/13/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 1/22/2020 - GLOBAL RETIREMENT PARTNERS LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 1/13/2020 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS LLC , an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 12/17/2020 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 10/5/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 4/16/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 6. 5/7/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date: 1/1/2021 - Service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting.
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
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 1, 2024 - Present
HEALTHCARE COMMUNITY SECURITIES CORP.
Office #1: One Empire Drive, Rensselaer, NY 12144RIA
BD
CRD#: 36026
Rensselaer, NY
Current
May 1, 2024 - Present
HEALTHCARE COMMUNITY SECURITIES CORP.
Office #1: One Empire Drive, Rensselaer, NY 12144RIA
BD
CRD#: 36026
Rensselaer, NY
Past
October 26, 2023 - April 30, 2024
ADP BROKER-DEALER, INC.
BD
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
BD
CRD#: 6413
TARRYTOWN, NY
Past
November 17, 2017 - January 21, 2020
PRINCIPAL SECURITIES, INC.
BD
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
BD
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.
BD
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.
BD
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".
HC
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)BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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.RR
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
RR
New York(5/1/2024)
IAR
New York(5/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HC
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)BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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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
11
SEC notice filing (4 States and Territories)
FINRA licenses (3 States and Territories)
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 | 1 |
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.
