Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
25yrs
Daniel Saccal
Full name on record: Daniel Mark Saccal
Financial advisor at Altitude Capital Management
Daniel Saccal has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Palm Beach Gardens, Florida. Daniel has been with Altitude Capital Management since 2025; before that, Daniel spent two years at Wealth Watch Advisors and two years at Osaic FS. Altitude Capital Management offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors at Altitude Capital Management
OfficePalm Beach Gardens, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$212,295
Advisors at the firm33
States licensed ?1 state
Services through Altitude Capital Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowAltitude Capital Management LLCCurrent firm
- Jul 2019 – Apr 2021Wealth Watch Advisors, Inc.Previously
- Oct 2015 – Jul 2017Osaic FS, Inc.Previously
- 2011 – 2013Sicor Securities Inc.Previously
- Dec 2009 – Sep 2010J. W. Cole Advisors, Inc.Previously
- 2005 – 2008Gunnallen Financial, Inc.Previously
- May 2005 – Nov 2005Osaic Wealth, Inc.Previously
Contact Daniel
(515) 207-3310Firm headquarters in Des Moines, IA. Ask for Daniel. Palm Beach Gardens, FLOffice · Get directions Firm websitewww.3treesrp.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Altitude Capital Management at (515) 207-3310 and ask for Daniel Saccal. Daniel works from the Palm Beach Gardens, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2001, about 25 years. More experience than 73% of advisors at Altitude Capital Management.
What licenses does Daniel hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Altitude Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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