Telesis Securities LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Orlando, Florida
CRD number
338007
Registered since
March 11, 2026

Firm profile

FINTRX

Overview

Telesis Securities LLC is organized as a limited liability company and is recorded as an SEC-registered adviser in 2026. Ownership structure is listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available dataset. The record indicates Telesis Securities does not act as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser. It is also not marked as a pension consultant or a related adviser. The source does not supply detail on the firm's advisory services, fee schedule, target client types, or investment model, so there is limited visibility into how the firm positions its investment offering or service mix.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ryan Kelley

    Ryan Kelley

    President And CEOCRD 4679427

Contacts

3 of 3
  • Thomas Hopkins

    FinOpCRD 1835087

  • David Lessen

    MemberCRD 2440933

  • Jason Willis

    VP of OperationsCRD 6137385

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
111 N Orange Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth