Kylee
Hall

Healthcare Community Securities Corp

CRD#5155508
Investment Advisor
in Brewster, NY

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About this Advisor

Kylee Hall is a financial advisor based in Brewster, New York, working with Healthcare Community Securities Corp. Kylee has previously held positions at Lpl Financial LLC, Independent Financial Partners, Global Retirement Partners, LLC, Principal Life Insurance Company, Principal Securities, Inc, Lpl Financial, LLC, Adp Broker-Dealer, Inc, Adp, Inc, Ssrba, and Healthcare Community Securities Corp. Kylee has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Kylee is part of Healthcare Community Securities Corp, which operates out of Brewster, New York. The firm has 1 office and 10 employees. The firm manages assets totaling $3.9 billion. The services offered by the firm include portfolio management for institutional clients and pension consulting services. The fee structure at Healthcare Community Securities Corp includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Brewster, NY

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Healthcare Community Securities Corp Brokerage Details

Total Assets Under Management

$3,924,975,375

NY Average: $7,464,549,021
Total Number of Employees

10

NY Average: 88
Total Number of Accounts

105

NY Average: 3,892
Average Account Size

$37,380,718

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Kylee Hall Work History

2024 - Present (0 year)

Healthcare Community Securities Corp

2023 - Present (1 year)

Adp Broker-Dealer, Inc

2023 - Present (1 year)

Adp, Inc

2020 - 2023 (3 years)

Lpl Financial, LLC

2020 - 2023 (3 years)

Global Retirement Partners, LLC

2020 - 2023 (3 years)

Ssrba

2017 - 2019 (2 years)

Principal Life Insurance Company

2017 - 2020 (3 years)

Principal Securities, Inc

2015 - 2017 (2 years)

Global Retirement Partners, LLC

2013 - 2015 (2 years)

Independent Financial Partners

2010 - 2017 (7 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Kylee Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trueplan Benefit And Retirement Advisors

Ryan Mcwalter
Rensselaer, NY
Jordan Andre
Rensselaer, NY
Andrew Goo
Rensselaer, NY
Kylee Hall
Brewster, NY
Vincent Bocchinfuso
Rensselaer, NY
Noah Buck
Rensselaer, NY
Jennifer Larose
Shelby Township, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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