CNL Educational Institute, LLC

Overview

CNL Educational Institute, LLC is an SEC registered investment adviser based in Orlando, FL, registered since 2015. It has 4 investment adviser representatives.

Employees

5

Advisory reps

4

Registered since

2015

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Other Advisory Services

Fee structure

Other Fees

Executive officers 2 of 2

• Bradley Scott Yochum Chief Compliance Officer CRD 6232818
• Chirag Jashvantlal Bhavsar Manager CRD 6759337

Advisory reps 3 of 4

• Casey Lynn Caldwell Registered Rep · Investment Adviser Rep CRD 6267535
• Julie Lynn Eason Registered Rep · Investment Adviser Rep CRD 7112108
• Adam Lee Witty Registered Rep · Investment Adviser Rep CRD 8122608

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

450 S Orange Ave Ste 1400
Orlando, FL 32801

County

Orange

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions

Every state, with registration dates

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