Casey Caldwell is a registered investment advisor at Cnl Educational Institute, LLC, based in Orlando, FL, with 8 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Location
450 S. Orange Ave., Suite 1400, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Casey is associated with CNL Educational Institute, LLC and does not sell investment products or provide financial advice. Casey also works as a Director of Fund Management for CNL Healthcare Properties, dedicating full-time hours to this role since April 2024.
Employment History
Current Registrations
Cnl Educational Institute, LLC
Cnl Securities CORP.
Cnl Securities CORP.Broker
Previous Registrations
Triloma Energy Advisors LLC
Triloma Securities, LLCBroker
State Registrations2 states
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