Daniel Ortoli

  • Financial Planner
  • Financial Services Executive
  • Investment Advisor Representative

As a Financial Advisor, Financial Services Executive and Investment Advisor Representative, I partner with Barnum Financial Group so that I can offer my clients a wide array of financial products combined with first class client service. My mission is to educate my clients and help guide them to financial independence and security providing them with the personal attention they deserve, while reflecting on their personal values, objectives and goals.

Working with Barnum allows my clients to take advantage of the many resources of this first class firm. Barnum considers our clients’ needs, goals, and dreams to be of the highest priority. Financial Services Representatives with our firm believe in the value of long-term relationships, service, integrity, and uncompromising quality.

I have over 28 years of experience in the Finance Industry and hold Series 6, 7, 26 and 65 securities registrations and am licensed to sell Life and Health and Property and Casualty Insurance. I graduated from Southern Connecticut State University with a Bachelor of Science Degree in Management and am also a graduate of the Life Underwriting Training Council Program. I I am a Million Dollar Round Table – Life & Qualifying Member and have earned the distinctions of Leaders Conference Qualifier, as well as a Management Leaders Conference Qualifier.

My wife, Susan and I, reside in Shelton, CT and have three children, Joseph, Michael, and Jillian. I served as President of the National Association of Insurance and Financial Advisors, am a member of the American Red Cross and participate in the Junior Achievement program. My hobbies include coaching high school football, basketball and lacrosse. In my free time, I also enjoy boating and fishing.


I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck