Steven D. Shackelford

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CRD#: 6168664

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Doyle Shackelford, who also goes by Steve Shackelford, Steven D Shackelford, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 2013. Steven had worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Steve Shackelford | Steven D Shackelford

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I AM CURRENTLY AN OFFICER OF MULTIPLE ENTITIES WHICH ARE AFFILATED WITH MY CURRENT EMPLOYER, CNL FINANCIAL GROUP. ALL OF THESE ENTITIES ARE ENTITIES ESTABLISHED FOR THE OWNERSHIP OR MANAGEMENT OF REAL ESTATE INVESTMENTS OF CNL SPONSORED REITS. THE LIST OF THESE ENTITIES IS MAINTAINED BY THE CCO OF CNL FUND ADVISORS COMPANY. IN ADDITION, I AM CURRENTLY (APPOINTED 12/2012)AN OFFICER FOR CORPORATE CAPITAL TRUST, INC., WHICH IS A BUSINESS DEVELOPMENT COMPANY ADVISED BY CNL FUND ADVISORS COMPANY. I AM ALSO AN OFFICER OF CNL FUND ADVISORS (APPOINTED 12/2012). I DO NOT HAVE ANY OUTSIDE BUSINESS ACTIVITY THAT IS NOT RELATED TO MY EMPLOYMENT WITH CNL.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 19, 2016 - March 31, 2022

CNL FUND ADVISORS II, LLC

RIA

CRD#: 174178

ORLANDO, FL

Past

July 25, 2013 - November 30, 2018

CNL FUND ADVISORS COMPANY

RIA

CRD#: 107117

ORLANDO, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CNL FUND ADVISORS II, LLC

CRD#: 174178 / SEC#: 801-80917

RIA

Registered Investment Advisory firm - (2/5/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/17/2013

Uniform Investment Adviser Law Examination

Current Firm

CNL FUND ADVISORS II, LLC

CRD#: 174178 / SEC#: 801-80917

RIA

Registered Investment Advisory firm - (2/5/2015 Approved)

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Contact information

Main Address

450 S. Orange Ave., Suite 1400, Orlando, FL 32801

Mailing Address

P.o. Box 4920, Orlando, FL 32802-4920

Phone number

(407) 650-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

CFA II ADV PART 2 BROCHURE (3/24/2025)

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven D. Shackelford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CNL FUND ADVISORS II, LLC

CNL FUND ADVISORS COMPANY

Primary Firm SEC Registration

CNL FUND ADVISORS II, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/2013

Current Firm

CNL FUND ADVISORS II, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CNL FUND ADVISORS II, LLC

TRUST BUT VERIFY

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