Daniel Saccal has been an investment adviser representative at Altitude Capital Management since March 2025, 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.
Dan Saccal is Owner // Advisor of Vision Wealth Management, which he founded. He has over 30 years of experience in the industry and works with people approaching or in retirement on questions about ensuring sufficient income and growing assets.
Daniel Saccal’s longest registration was 2 years at Gunnallen Financial, Inc (2005–2008). Before joining Altitude Capital Management in 2025, Daniel Saccal was registered through Wealth Watch Advisors, LLC and Lincoln Financial Securities Corporation.
- – present · 1 yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 329366
- Wealth Watch Advisors, LLC– · 1 yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 172002
- Lincoln Financial Securities Corporation– · 1 yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 3870
- Sicor Securities Inc– · 2 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 16195
- Jonathan Roberts Advisory Group, Inc.– · under a yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 112294
- Gunnallen Financial, Inc– · 2 yearsNorth Palm Beach, FL · Adviser representative · Firm CRD 17609
- Royal Alliance Associates, Inc.– · under a yearNorth Palm Beach, FL · Adviser representative · Firm CRD 23131
Investment adviser representative registrations
Daniel Saccal is registered as an investment adviser representative in Florida, since March 2025.
- FloridaSince 4 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 December 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 May 2005 |
| Series 7 | General Securities Representative Examination | 23 March 2005 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 22 December 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 August 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 December 1989 |
| Series 3 | National Commodity Futures Examination | 3 February 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- Daniel Mark Saccal
- CRD
- 1925708
- Firm
- Altitude Capital Management · CRD 329366
- Office
- Palm Beach Gardens, FL
- Registration
- Investment adviser registration
- In the industry since
- January 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vwminc.com
Where does Daniel Saccal work?
Daniel Saccal is an investment adviser representative registered through Altitude Capital Management LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Saccal a financial advisor?
Yes. Daniel Saccal has a current investment-adviser registration in Florida, through Altitude Capital Management since March 2025.
How many years of experience does Daniel Saccal have?
Daniel Saccal has 26 years in the financial industry, since January 2000, across 7 adviser firms.
What exams has Daniel Saccal passed?
Daniel Saccal has passed 7 licensing exams: the Series 3, Series 6, Series 63, Series 26, Series 7, Series 66 and Series 65. The earliest, the Series 3, was passed in February 1989. FINRA credited Daniel Saccal with the SIE, which began in October 2018.
Where did Daniel Saccal work before Altitude Capital Management?
Before Altitude Capital Management, Daniel Saccal was registered through Wealth Watch Advisors, LLC, July 2019 to April 2021; Lincoln Financial Securities Corporation, October 2015 to July 2017; Sicor Securities Inc, June 2011 to October 2013; Jonathan Roberts Advisory Group, Inc., December 2009 to September 2010; Gunnallen Financial, Inc, November 2005 to September 2008; Royal Alliance Associates, Inc., May 2005 to November 2005.
Where is Daniel Saccal based?
Daniel Saccal’s registered office is in Palm Beach Gardens, FL.
Is Daniel Saccal registered with FINRA?
No. Daniel Saccal has no current broker registration.
How can I verify Daniel Saccal’s record?
Search CRD 1925708 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Saccal’s full registration record.
