CNL Securities Corp.
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 10356
- Registered since
- November 25, 1981
- Website
- www.cnlsecurities.com
Firm profile
FINTRXOverview
CNL Securities Corp. is organized as a corporation and has been registered with the SEC since 1981. The firm's ownership is recorded as including both a domestic entity and an individual. Public filings classify the firm as unclassified; it is not identified as a capital allocator and is not marked as an active ESG investor. The firm is not listed as a multistate adviser, a pension consultant, or a related adviser. The dataset does not include details about the firm's advisory activities, fee schedules, or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Kathleen Boyce
Chief Compliance OfficerCRD 3086688
Tracy Turner
CFO/FINOPCRD 6122300
Contacts
3 of 26
Adam Witty
Internal WholesalerCRD 8122608
Jonathan Stickney
Regional VPCRD 2080562
Trenton Lawrence
Internal WholesalerCRD 7324811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 450 S Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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