Roy Edward Kelsey Jr
Investment Adviser Representative at Financial Gravity Family Office Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Roy Edward Kelsey is an investment adviser representative with Financial Gravity Family Office Services, LLC in Altamonte Springs, FL, where they have been registered since 2024. They have worked in the securities industry since 2004 and have been registered with 9 firms, including CAPE Investment Advisory, Inc. and 401k Generation. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Colorado, Florida, Hawaii, and Nebraska.
Registrations & licenses
- Investment adviser:
- Colorado, Florida, Hawaii, Nebraska
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Skyview Wealth Management, LLCJul 2014 – Jun 2018Longwood, FL
- Skyview Wealth Management, LLCJan 2013 – Dec 2023Longwood, FL
- 401K GenerationMar 2018 – Mar 2019Lake Mary, FL
- Cape Investment Advisory, Inc.Mar 2019 – Dec 2023Altamonte Springs, FL
- Financial Gravity Family Office Services, LLC.Dec 2023 – no end date reportedLakeway, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Financial Gravity Family Office Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 42
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Lakeway, TX
- SEC file number:
- 801-122258
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 12, 2026
View full firm profileOther advisors at Financial Gravity Family Office Services, LLC
Showing 12 of 42 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Roy Edward Kelsey Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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