DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Daniel Patrick Casey
Feed of 09/15/2026
Also filed as Daniel P Casey
At current firm
23 y
since Aug 8, 2003
In the industry
24 y
since Oct 17, 2001 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
4
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Federated Global Investment Management Corp. asset manager currentsince Aug 17, 2021 · New York, Ny
- Federated Securities Corp. no RAUM currentsince Nov 12, 2009 · Pittsburgh, Pa
- Mdt Advisers, A Division Of Federated Mdta LLC asset manager currentsince Nov 15, 2006 · Denville, Nj
- Federated Investment Counseling institutional currentsince Aug 8, 2003 · Denville, Nj
- Allianz Global Investors Managed Accounts LLC formerFeb 24, 2003 to Jul 14, 2003 · Stamford, Ct
Moves
a registration end followed by a registration begin elsewhere
- Allianz Global Investors Managed Accounts LLC to Federated Investment Counselingleft Jul 14, 2003, registered Aug 8, 2003 (25 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address