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Detailed Report
ROY EDWARD KELSEY JR
CRD#: 3013118
IA
Investment Adviser
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCCRD#: 316024 999 Douglas Ave Ste 2216
Altamonte Springs, FL 32714
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2003 - 2003 (<1 year)IAFINANCIAL GRAVITY FAMILY OFFIC... (CRD# 316024)2024 - Present (<1 year)IACAPE INVESTMENT ADVISORY, INC. (CRD# 146384)2019 - 2023 (4 years)IA401K GENERATION (CRD# 154279)2018 - 2019 (1 year)IASKYVIEW WEALTH MANAGEMENT, LLC (CRD# 171077)2014 - 2018 (3 years)IAG. A. REPPLE & COMPANY (CRD# 17486)2013 - 2014 (1 year)IAWELLS FARGO ADVISORS, LLC (CRD# 19616)2009 - 2013 (3 years)IASUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2005 - 2009 (4 years)
License(s)

State Registrations

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Florida 4/16/2024
Current Registration(s)
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FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC (CRD#:316024)
999 Douglas Ave Ste 2216, Altamonte Springs, FL 32714
Registered with this firm since 4/16/2024
Previous Registration(s)
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 03/01/2019 - 12/15/2023 CAPE INVESTMENT ADVISORY, INC. (CRD#:146384) ALTAMONTE SPRINGS, FL
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 03/08/2018 - 03/01/2019 401K GENERATION (CRD#:154279) LAKE MARY, FL
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 07/29/2014 - 06/01/2018 SKYVIEW WEALTH MANAGEMENT, LLC (CRD#:171077) LONGWOOD, FL
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 01/18/2013 - 08/07/2014 G. A. REPPLE & COMPANY (CRD#:17486) Maitland, FL
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 08/10/2009 - 01/17/2013 WELLS FARGO ADVISORS, LLC (CRD#:19616) ORLANDO, FL
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 01/10/2005 - 07/22/2009 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) FERN PARK, FL
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 03/04/2003 - 11/24/2003 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) WINTER PARK, FL
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 02/06/2003 - 03/12/2003 SUNTRUST SECURITIES, INC. (CRD#:17499) LEESBURG, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.