Adam Lee Witty
Investment adviser representative at Cnl Educational Institute, LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
11 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.
Other
Experience
11 years in the industry.
- Cnl Educational Institute, LLCJul 2026 to now
- Cnl SecuritiesJul 2026 to now
- Charles Schwab & Co., Inc.Jan 2026 to Jun 2026
- Schwab Wealth Advisory IncJan 2026 to Jun 2026
- Casselberry Golf ClubJan 2026 to Apr 2026
- Dragit LLCOct 2025 to Oct 2025
- Principal Securities IncJun 2025 to Aug 2025
- Principal Life Insurance CoMay 2025 to Aug 2025
- Cis AbroadJan 2025 to Apr 2025
- Southwestern AdvantageMay 2024 to Aug 2024
- City of Clive - Parks and RecreationApr 2023 to Jan 2024
- Consolidated Services LtdAug 2022 to Jan 2026
- Des Moines Golf and Country ClubAug 2021 to Nov 2021
- I9 SportsNov 2019 to Nov 2020
- Full Time EducationJan 2015 to Dec 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cnl Educational Institute, LLC
$0Assets managed
0Clients
4Advisers
11 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
- 8122608
- Firm CRD
- 175137