Daniel P. Casey

ARROWROOT FAMILY OFFICE

Rochester Hills, MI 48307

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CRD#: 6556127

Professional summary

Daniel Patrick Casey, who also goes by Daniel Casey, is a registered financial advisor currently at ARROWROOT FAMILY OFFICE, LLC located in Rochester Hills, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Casey

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Patrick Casey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 26, 2021 - Present

ARROWROOT FAMILY OFFICE, LLC

Office #1: 705 Barclay Circle Suite 125, Rochester Hills, MI 48307

RIA

CRD#: 168744

Rochester Hills, MI

Past

January 7, 2019 - January 22, 2021

ATHENA ADVISORY SERVICES INC.

RIA

CRD#: 284174

ROCHESTER, MI

Past

January 7, 2016 - November 28, 2018

EDWARD JONES

RIA

CRD#: 250

BIRMINGHAM, MI

Past

December 3, 2015 - November 28, 2018

EDWARD JONES

CRD#: 250

BIRMINGHAM, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARROWROOT FAMILY OFFICE, LLC

ARROWROOT FAMILY OFFICE, LLC | VITREOUS PARTNERS, LLC

CRD#: 168744 / SEC#: 801-121878

RIA

Registered Investment Advisory firm - (7/23/2021 Approved)

California

Registered Investment Advisory firm - (9/29/2021 Terminated)

Virginia

Registered Investment Advisory firm - (8/31/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/26/2021)

IAR

Michigan
(11/19/2021)

IAR

Texas
(2/9/2022)

IAR

Virginia
(11/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/23/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2015

General Securities Representative Examination

Current Firm

ARROWROOT FAMILY OFFICE, LLC

ARROWROOT FAMILY OFFICE, LLC | VITREOUS PARTNERS, LLC

CRD#: 168744 / SEC#: 801-121878

RIA

Registered Investment Advisory firm - (7/23/2021 Approved)

California

Registered Investment Advisory firm - (9/29/2021 Terminated)

Virginia

Registered Investment Advisory firm - (8/31/2021 Terminated)

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Contact information

Main Address

4553 Glencoe Avenue Suite 201, Marina Del Rey, CA 90292

Mailing Address

Phone number

(310) 341-4774

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARROWROOT FORM ADV PART 2A (5/21/2025)

Regulatory assets under management

Total Number of Accounts	1,434
AUM (Assets Under Management)	$ 373,856,384

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel P. Casey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Patrick Casey's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARROWROOT FAMILY OFFICE, LLC

ATHENA ADVISORY SERVICES INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

ARROWROOT FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/3/2015

Current Firm

ARROWROOT FAMILY OFFICE, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARROWROOT FAMILY OFFICE, LLC

TRUST BUT VERIFY

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