Daniel Patrick Casey
Professional Summary
Daniel Patrick Casey, who also goes by Daniel Casey, is a registered financial advisor currently at BRIDGERIVER ADVISORS LLC located in Bloomfield Hills, Michigan. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Daniel has worked at 3 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Casey
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
BRIDGERIVER ADVISORS LLC | THE RETIREMENT ADVOCACY GROUP, INC.
Contact Information
Main Address
40900 Woodward Ave Ste 150, Bloomfield Hills, MI 48304Phone Number
(248) 785-3734# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
220AUM (Assets Under Management)
$63,597,323Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed May 2000Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick Casey's CRS (Customer Relationship Summary).
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