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 having SEC registration in 2026. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the source data. It is not identified as a capital allocator and is not flagged as an active ESG investor. The adviser is not marked as multi-state, newly formed, a pension consultant, or a related adviser. The snapshot contains no description of the firm's client segments, advisory services, fee model, or specific business activities, so the public record conveys only organizational and regulatory attributes rather than a clear statement of service offering or investment focus.

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

  • Jason Willis

    Jason Willis

    VP of OperationsCRD 6137385

  • David Lessen

    MemberCRD 2440933

Wealth teams

FINTRX

Newly hired reps

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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