Daniel Patrick Casey
Investment adviser representative at Mdt Advisers, A Division of Federated Mdta LLC
23 yearsExperience
2 statesRegistered in
$25.9BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Federated Global Investment Management CorpMar 2010 to now
- Mdt Advisers, A Division of Federated Mdta LLCNov 2006 to now
- Federated Hermes, Inc.Aug 2003 to now
- Federated Investment CounselingAug 2003 to now
- Federated Securities Corp.Aug 2003 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (MA, NY).
Mdt Advisers, A Division of Federated Mdta LLC
Legal name: Federated Mdta LLC
$25.9BAssets managed
2,360Clients
210Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1941745
- Firm CRD
- 109355