Wells Fargo Advisors
44yrs
Top advisor by experience in Denville
25yrs
Daniel Casey
Full name on record: Daniel Patrick Casey
Financial advisor at Federated Investment Counseling
Based in Denville, New Jersey, Daniel Casey is a fiduciary financial advisor with 25 years of industry experience. Daniel joined Federated Investment Counseling in 2003, after less than a year at Allianz Global Investors Managed Accounts. Federated Investment Counseling offers investment management, private fund management, and educational workshops and is paid through a percentage of assets and performance-based fees.
One of 33 advisors with offices in Denville, and one of 32 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
OfficeDenville, NJ
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$581,646
Advisors at the firm242
States licensed ?1 state
Services through Federated Investment Counseling
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – now
- 2009 – nowFederated Securities Corp.Current
- 2006 – now
- 2003 – nowFederated Investment CounselingCurrent firm
- Feb 2003 – Jul 2003Allianz Global Investors Managed Accounts LLCPreviously
Contact Daniel
(412) 288-1900Firm headquarters in Pittsburgh, PA. Ask for Daniel. Denville, NJOffice · Get directions LinkedIn pageFederated Investment CounselingIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Federated Investment Counseling at (412) 288-1900 and ask for Daniel Casey. Daniel works from the Denville, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Federated Investment Counseling reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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