Daniel Dusina
Professional summary
Daniel Dusina is a registered financial advisor currently at BLUE CHIP PARTNERS, LLC located in Farmington Hills, Michigan.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Daniel has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Dusina's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 2, 2021 - Present
BLUE CHIP PARTNERS, LLC
Office #1: 38505 Country Club Drive Suite 150, Farmington Hills, MI 48331November 23, 2015 - May 6, 2021
BLACKROCK INVESTMENTS, LLC
Primary Firm SEC Registration
BLUE CHIP PARTNERS, LLC
CRD#: 132437 / SEC#: 801-64705
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/2/2021)
Exams
Current Firm
BLUE CHIP PARTNERS, LLC
CRD#: 132437 / SEC#: 801-64705
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,827 |
| AUM (Assets Under Management) | $ 1,536,658,642 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/19/2025 | ||
| 09/12/2024 | ||
| 10/04/2023 | ||
| 04/28/2023 | ||
| 01/04/2023 |
Red Flags
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