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 SEC-registered in 2026. The firm's ownership is listed under both a domestic entity and an individual. FINTRX classifies the firm as unclassified and provides minimal descriptive detail on business lines or advisory services. Regulatory and operational flags in the profile are sparse but specific: Telesis Securities is not indicated as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. Key fields such as fee structure, client types, and stated advisory activities were not provided in the source data.

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

Contacts

3 of 4
  • THOMAS HOPKINS

    FinOpCRD 1835087

  • DAVID LESSEN

    MemberCRD 2440933

  • Jason Willis

    VP of OperationsCRD 6137385

Unlock 1 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth