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 registered with the SEC in 2026. Public filings identify its ownership structure as a mix of a domestic entity and an individual, and the firm is listed with an unclassified adviser profile. Filings indicate limited public disclosure about business activities, client segments, or investment mandates; the firm has not reported affiliations or detailed operational descriptions. Regulatory data also flags a number of negative attributes rather than active programmatic ones: Telesis Securities does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

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

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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