Daniel Natoli has been an investment adviser representative at Altitude Capital Management since March 2024, and is not listed among the firm’s executive officers or direct owners.
Altitude Capital Management LLC is a Des Moines, IA firm with $104M under management, 488 clients and 26 advisers across 28 offices, as of its October 2026 filing.
Daniel Natoli’s longest registration was 3 years at Creative Resources Investment Advisors LLC (2022–2025). Before joining Altitude Capital Management in 2024, Daniel Natoli was registered through Creative Resources Investment Advisors LLC and RFG Advisory, LLC.
- – present · 2 yearsNaples , FL · Adviser representative · Firm CRD 329366
- Creative Resources Investment Advisors LLC– · 3 yearsEstero, FL · Adviser representative · Firm CRD 110484
- RFG Advisory, LLC– · 2 yearsNaples, FL · Adviser representative · Firm CRD 158401
Investment adviser representative registrations
Daniel Natoli is registered as an investment adviser representative in Florida, since March 2024.
- FloridaSince 11 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 July 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 14 August 2018 |
| Series 7 | General Securities Representative Examination | 17 June 2017 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Alan Natoli
- CRD
- 5931430
- Firm
- Altitude Capital Management · CRD 329366
- Office
- 5621 STRAND BOULEVARD , SUITE 108, Naples , FL 34103
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Natoli work?
Daniel Natoli is an investment adviser representative registered through Altitude Capital Management LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Natoli a financial advisor?
Yes. Daniel Natoli has a current investment-adviser registration in Florida, through Altitude Capital Management since March 2024.
How many years of experience does Daniel Natoli have?
Daniel Natoli has 8 years in the financial industry, since November 2017, across 3 adviser firms.
What exams has Daniel Natoli passed?
Daniel Natoli has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in June 2017. FINRA credited Daniel Natoli with the SIE, which began in October 2018.
Where did Daniel Natoli work before Altitude Capital Management?
Before Altitude Capital Management, Daniel Natoli was registered through RFG Advisory, LLC, August 2019 to May 2022.
Where is Daniel Natoli based?
Daniel Natoli’s registered office is in Naples , FL.
Is Daniel Natoli registered with FINRA?
No. Daniel Natoli has no current broker registration.
How can I verify Daniel Natoli’s record?
Search CRD 5931430 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Natoli’s full registration record.
