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Daniel Mark Saccal

Investment adviser representative at Altitude Capital Management LLC
11 yearsExperience
1 stateRegistered in
$103.6MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Altitude Capital Management LLCMar 2025 to now
  2. Altitude Captial Management LLCJan 2025 to now
  3. Vision Wealth Management, IncJul 2017 to now
  4. Wealth Watch AdvisorsJul 2019 to Apr 2021
  5. Lincoln Financial Securities CorporationOct 2015 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2005
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (FL).

Altitude Capital Management LLC

$103.6MAssets managed
488Clients
34Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1925708
Firm CRD
329366
Advisor's SEC record (opens in a new tab)
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