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DS

Daniel M. Saccal

ALTITUDE CAPITAL MANAGEMENT LLC
PALM BEACH GARDENS, FL
Some features on this profile are disabled
CRD#: 1925708
DS

Professional summary

Daniel Mark Saccal, who also goes by Daniel Saccal, is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in Palm Beach Gardens, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Daniel has worked at 14 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 6, Series 3 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel Saccal

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Mark Saccal's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

March 4, 2025 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

RIA
CRD#: 329366
PALM BEACH GARDENS, FL
Past

July 31, 2019 - April 15, 2021

WEALTH WATCH ADVISORS, INC

RIA
CRD#: 172002
Palm Beach Gardens, FL
Past

October 30, 2015 - July 26, 2017

OSAIC FS, INC.

RIA
CRD#: 3870
PALM BEACH GARDENS, FL
Past

October 28, 2015 - July 26, 2017

OSAIC FS, INC.

BD
CRD#: 3870
PALM BEACH GARDENS, FL
Past

June 14, 2011 - October 31, 2013

SICOR SECURITIES INC

RIA
CRD#: 16195
PALM BEACH GARDENS, FL
Past

June 1, 2011 - October 31, 2013

SICOR SECURITIES INC

BD
CRD#: 16195
WEST PALM BEACH, FL
Past

December 4, 2009 - September 10, 2010

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
PALM BEACH GARDENS, FL
Past

November 2, 2009 - September 8, 2010

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
PALM BEACH GARDENS, FL
Past

September 9, 2008 - October 23, 2009

G.F. INVESTMENT SERVICES, LLC

BD
CRD#: 132939
CORAL SPRINGS, FL
Past

November 17, 2005 - September 16, 2008

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
NORTH PALM BEACH, FL
Past

November 16, 2005 - September 16, 2008

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
NORTH PALM BEACH, FL
Past

May 5, 2005 - November 17, 2005

OSAIC WEALTH, INC.

RIA
CRD#: 23131
NORTH PALM BEACH, FL
Past

August 24, 2004 - November 17, 2005

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 25, 2001 - September 2, 2004

HIGH MARK SECURITIES, INC.

BD
CRD#: 42467
LAKELAND, FL
Past

January 28, 1997 - June 12, 2001

LIFEMARK SECURITIES CORP.

BD
CRD#: 16204
ROCHESTER, NY
Past

June 20, 1994 - August 25, 1995

NATIONAL EQUITY ADVISORS, INC.

BD
CRD#: 13375
NORTH PALM BEACH, FL
Past

January 1, 1990 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

January 1, 1990 - June 28, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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".
AC
ALTITUDE CAPITAL MANAGEMENT LLC
ALTITUDE CAPITAL MANAGEMENT LLC | TUTTLE INSURANCE & FINANCIAL SERVICES | TA FINANCIAL STRATEGY | SAGE FINANCIAL | PNW RETIREMENT INCOME ADVISORS | NATOLI FINANCIAL PLANNING | GLASS WEALTH | FITZGERALD RETIREMENT STRATEGIES | FITZGERALD INCOME AND RETIREMENT PLANNING | CONCIERGE FINANCIAL GROUP | CAMPBELL ASSET MANAGEMENT | ASHMAC INVESTMENTS LLC | ANDERSON FINANCIAL, LLC

CRD#: 329366 / SEC#: 801-129287

RIA
Registered Investment Advisory firm - (1/2/2024 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/4/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/11/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/3/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/13/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/26/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/23/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/27/1989
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 2/3/1989
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/22/2003
Investment Company Products/Variable Contracts Principal Examination

Current Firm

AC
ALTITUDE CAPITAL MANAGEMENT LLC
ALTITUDE CAPITAL MANAGEMENT LLC | TUTTLE INSURANCE & FINANCIAL SERVICES | TA FINANCIAL STRATEGY | SAGE FINANCIAL | PNW RETIREMENT INCOME ADVISORS | NATOLI FINANCIAL PLANNING | GLASS WEALTH | FITZGERALD RETIREMENT STRATEGIES | FITZGERALD INCOME AND RETIREMENT PLANNING | CONCIERGE FINANCIAL GROUP | CAMPBELL ASSET MANAGEMENT | ASHMAC INVESTMENTS LLC | ANDERSON FINANCIAL, LLC

CRD#: 329366 / SEC#: 801-129287

RIA
Registered Investment Advisory firm - (1/2/2024 Approved)
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Contact information

Main Address
2015 Grand Avenue Suite 100, Des Moines, IA 50312
Mailing Address
Phone number
(515) 207-3310
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts672
AUM (Assets Under Management)$ 49,400,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

ALTITUDE CAPITAL MANAGEMENT LLC

CRD#: 329366Palm Beach Gardens, FL

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