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CNL STRATEGIC ASSET MANAGEMENT, LLC

ORLANDO, FL · CRD 312215 · IAPD ↗ · 407-650-1000

$4.4MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
June 2024 — CNL STRATEGIC ASSET MANAGEMENT, LLC (ORLANDO, FL) left the SEC roster (was $4.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.