Roy Edward Kelsey
Investment adviser representative at Financial Gravity Family Office Services, LLC
13 yearsExperience
4 statesRegistered in
$590.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Financial Gravity Family Office Services, LLC.Dec 2023 to now
- Cape Investment Advisory, Inc.Mar 2019 to Dec 2023
- 401k GenerationMar 2018 to Mar 2019
- Skyview Wealth Management, LLCJan 2013 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 4 states (CO, FL, HI, NE).
Financial Gravity Family Office Services, LLC
$590.5MAssets managed
1,724Clients
38Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3013118
- Firm CRD
- 316024