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Daniel Alan Natoli

Creative Resources Investment Advisors LLC

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About Daniel Alan Natoli

Daniel Natoli is an investment advisor representative with Creative Resources Investment Advisors LLC. Daniel also works with Altitude Capital Management LLC. Daniel has been in the financial industry for 11 years. Daniel is registered with the state of Florida and Missouri. Daniel's specializations include: Financial planning, portfolio management for individuals and businesses, and selection of other advisors. Daniel has an insurance agency, Natoli Insurance, where he sells whole life, term, and disability income insurance.

Firm Information

Daniel Natoli is currently registered with Creative Resources Investment Advisors LLC. Creative Resources Investment Advisors LLC is a financial advisor with 5 investment advisory professionals. The firm manages $15,611,613 in total assets, of which $7,430,107 is managed on a discretionary basis and $8,181,506 is managed on a non-discretionary basis. They provide financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm primarily serves high-net-worth individuals (11 clients with $10,446,308 in assets under management) and individuals other than high-net-worth (53 clients with $5,165,305 in assets under management).

$15.61M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Natoli’s Registration & Firm History

FL

09/21/2022 - Present

Creative Resources Investment Advisors LLC (Estero FL)

FL

04/02/2019 - 05/18/2022

PRIVATE CLIENT SERVICES, LLC (Naples FL)

MO

01/16/2019 - 03/21/2019

ARLINGTON SECURITIES, INC. (ST. LOUIS MO)

MO

08/06/2018 - 12/19/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)

MO

06/17/2017 - 06/28/2018

CUTTER & COMPANY, INC. (ST. PETERS MO)

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Licenses & Designations

BOTH

Issued 07/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Daniel Alan Natoli. Review regulatory record here.
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