Morgan Stanley
47yrs
Top advisor by experience in Bloomfield Hills
27yrs
Daniel Casey has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Bloomfield Hills, Michigan. Daniel joined Bridgeriver Advisors in 2026, a firm offering investment management. Bridgeriver Advisors reports being paid through a percentage of assets.
One of 647 advisors with offices in Bloomfield Hills, and one of 606 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office40900 Woodward Ave Suite 150, Bloomfield Hills, MI 48304
How the firm is paid ?Percent of assets
Typical client at the firm ?$317,987
States licensed ?1 state
Services through Bridgeriver Advisors
Investment management for individuals and small businesses
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.
Career
- Jan 2026 – nowBridgeriver Advisors LLCCurrent firm
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?
- 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 Bridgeriver Advisors at (248) 785-3734 and ask for Daniel Casey. Daniel works from the Bloomfield Hills, MI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 65. 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?
Bridgeriver Advisors reports being paid by a percentage of the assets they manage. 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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