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Daniel A. Natoli

CREATIVE RESOURCES INVESTMENT ADVISORS LLC
Estero, FL
Some features on this profile are disabled
CRD#: 5931430
DN

Professional summary

Daniel Alan Natoli, who also goes by Dan Natoli, is a registered financial advisor currently at CREATIVE RESOURCES INVESTMENT ADVISORS LLC located in Estero, Florida and ALTITUDE CAPITAL MANAGEMENT LLC located in Naples, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Daniel has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dan Natoli

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.
Natoli Insurance. 22950 Vista Edera Cir. Apt. 2420, Estero, FL 33928 . Insurance Sales - Mainly whole life, term and DI insurance sales. Look at risk management needs. Agent. 10-15 hours/mo. 30 mins/during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Alan Natoli'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

August 9, 2022 - Present

CREATIVE RESOURCES INVESTMENT ADVISORS LLC

RIA
CRD#: 110484
Estero, FL
Current

March 11, 2024 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

Office #1: 4851 Tamiami Trail North, Naples, FL 34103
RIA
CRD#: 329366
NAPLES, FL
Past

August 1, 2019 - May 19, 2022

RFG ADVISORY, LLC

RIA
CRD#: 158401
NAPLES, FL
Past

April 2, 2019 - May 18, 2022

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
Naples, FL
Past

January 16, 2019 - March 21, 2019

ARLINGTON SECURITIES, INC.

BD
CRD#: 19596
ST. LOUIS, MO
Past

August 6, 2018 - December 19, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
SAINT LOUIS, MO
Past

June 17, 2017 - June 28, 2018

CUTTER & COMPANY, INC.

BD
CRD#: 22449
ST. PETERS, MO

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
(8/9/2022)
IAR
Missouri
(9/21/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/22/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/14/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/17/2017
General Securities Representative 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#: 329366Estero, FL

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