Kylee Erin Hall
Investment Adviser Representative at Trueplan Benefit AND Retirement Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kylee Erin Hall is an investment adviser representative with Trueplan Benefit and Retirement Advisors in Torrington, CT, where they have been registered since 2024. They have worked in the securities industry since 2007 and have been registered with 5 firms, including Global Retirement Partners LLC and Independent Financial Partners. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Connecticut and New York.
Registrations & licenses
- Investment adviser:
- Connecticut, New York
- Broker:
2 states and territories
Connecticut, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCNov 2010 – Oct 2017Pearl River, NY
- Global Retirement Partners, LLCApr 2015 – Oct 2017Pearl River, NY
- Principal Life Insurance CompanyNov 2017 – Dec 2019Rye Brook, NY
- Principal Securities, Inc.Nov 2017 – Jan 2020Rye Brook, NY
- LPL Financial, LLCJan 2020 – Oct 2023Pearl River, NY
- Global Retirement Partners, LLCJan 2020 – Oct 2023Pearl River, NY
- ADP Broker-dealer, Inc.Oct 2023 – Apr 2024Brewster, NY
- ADP, Inc.Oct 2023 – Apr 2024Brewster, NY
- SsrbaJan 2020 – Oct 2023Pearl River, NY
- Healthcare Community Securities Corp.Apr 2024 – no end date reportedRensselaer, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trueplan Benefit AND Retirement Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Torrington, CT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kylee Erin Hall has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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