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Daniel Patrick Casey

Bridgeriver Advisors LLC

Bloomfield Hills, MI

CRD 3266505

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Employer firm

Bridgeriver Advisors LLC CRD 142501

$63.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Bridgeriver Advisors Llc

40900 Woodward Ave Ste 150, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APP_PEND_IARCE 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

40900 Woodward Ave Ste 150, Bloomfield Hills, MI 48304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bridgeriver Advisors Llc Bloomfield Hills MI 06/2006 Present
Other Businesses

INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; APPOINTED WITH VARIOUS INSURANCE COMPANIES AND RECEIVES A COMMISSION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-13
S63 Uniform Securities Agent State Law Examination 1999-11-17
  • S65 Uniform Investment Adviser Law Examination
    2011-05-13
  • S63 Uniform Securities Agent State Law Examination
    1999-11-17
Other Names
  • Daniel Casey

View on SEC IAPD

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