Adam Witty is a registered investment advisor at Cnl Educational Institute, LLC, based in Orlando, FL. Adam is also registered as a broker, so some compensation may come from commissions on products sold.
Compensation
N/A
Firm Size
4 advisors
IM Fee
Planning only
Loading...
Location
450 S. Orange Ave., Suite 1400, Orlando, FL, 32801
Get directionsHistory
Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Cnl Educational Institute, LLC
July 2026 - Present · 3 mos
Cnl Securities CORP.
July 2026 - Present · 3 mos
Cnl Securities CORP.Broker
July 2026 - Present · 3 mos
Previous Registrations
Schwab Wealth Advisory, INC.
May 2026 - July 2026 · 2 mos
Charles Schwab & CO., INC.Broker
February 2026 - July 2026 · 5 mos
Principal Securities, INC.Broker
July 2025 - September 2025 · 2 mos
State Registrations16 states
AZCOFLIAILKSMNMONDNENMNVSDUTWIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Jacob Carris, CFA, CFPJake Carris Financial Planning
- Yongze Shao, CFPSchwab Wealth Advisory, INC.
- Rebecca Robey, CFPStonebridge Financial Planning Group, LLC
- Allison Young, CFPStonebridge Financial Planning Group, LLC
- Bruce Baltich, ChFCState Farm Investment Management CORP.
- Carlton Stokes, CFPSchwab Wealth Advisory, INC.