Daniel P. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick Casey's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 19, 2011 - Present
BRIDGERIVER ADVISORS LLC
Office #1: 40900 Woodward Ave Ste 150, Bloomfield Hills, MI 48304June 6, 2001 - December 31, 2006
MUTUAL SERVICE CORPORATION
August 18, 1999 - June 5, 2001
INVESTSCAPE INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/19/2011)
Exams
Series 55
Date: 5/26/2000
Limited Representative-Equity Trader ExamCurrent Firm
BRIDGERIVER ADVISORS LLC
CRD#: 142501 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 200 |
| AUM (Assets Under Management) | $ 70,000,000 |
Red Flags
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