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Ryan Dee Kelley

CFP®
TELESIS SECURITIES
ORLANDO, FL
·CRD# 4679427·23 years experience

Professional Summary

Ryan Dee Kelley, CFP® is a registered financial advisor currently at TELESIS SECURITIES LLC located in Orlando, Florida. Ryan is registered as a RR (Registered Representative) and started their career in finance in 2003. Ryan has worked at 3 firms and has passed the Series 63, Series 99TO, Series 7TO, SIE, Series 7 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2000

Years of Experience

23 years in the financial services industry

Current & Past Employments

TELESIS SECURITIES LLC·CRD# 338007
BD
111 N. Orange Ave. Suite 925, Orlando, FL 32801
March 11, 2026 - Present
CAPACUITY SECURITIES, INC.·CRD# 15384
BD
Lake Mary, FL
May 9, 2019 - February 1, 2023
NEWPORT GROUP SECURITIES, INC.·CRD# 29722
BD
Heathrow, FL
September 23, 2003 - May 1, 2017

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Current Firm

TS
TELESIS SECURITIES LLC

TELESIS | TELESIS SECURITIES LLC

CRD#: 338007 / SEC#: 8-71397
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

111 N. Orange Ave. Suite 925, Orlando, FL 32801

Mailing Address

111 N. Orange Ave. Suite 925, Orlando, FL 32801

Phone Number

(321) 257-2323

Established

Florida since 01/22/2024

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (7 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
SUNSHINE PRIVATE INVESTMENTS LLCMEMBER—
SOUTH POINTE PRIVATE INVESTMENTS LLCMEMBER—
KELLEY FAMILY HOLDINGS LLCMEMBER—
LESSEN, DAVIDMEMBER2440933
HOPKINS, THOMAS JOHNFINOP1835087
KELLEY, RYAN DEEPRESIDENT AND CHIEF COMPLIANCE OFFICER4679427

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
District of Columbia
(9/28/2026)
RR
Florida
(9/16/2026)
RR
Oregon
(9/21/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2003About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Mar 2026About the Series 99TO exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2003About the Series 7 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Oct 2025About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Ryan Dee Kelley's CRS (Customer Relationship Summary).

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