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Daniel Seder, Cfa, Cmt, Cfp® Email & Phone Number
Owner and Partner, Independent Investment Advisor Representative
at
Blue Chip Partners
1 work email found
@bluechippartners.com
1 phone found area 248
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Owner and Partner, Independent Investment Advisor Representative
Location
Detroit Metropolitan Area, United States, United States
Who is Daniel Seder, Cfa, Cmt, Cfp®? Overview
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Quick answer
Daniel Seder, Cfa, Cmt, Cfp® is listed as Owner and Partner, Independent Investment Advisor Representative at Blue Chip Partners, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a work email signal at bluechippartners.com, phone signal with area code 248, and a matched LinkedIn profile for Daniel Seder, Cfa, Cmt, Cfp®.
Daniel Seder, Cfa, Cmt, Cfp® previously worked as Owner/Partner, Independent Investment Advisor Representative at Blue Chip Partners and Registered Representative at Raymond James. Daniel Seder, Cfa, Cmt, Cfp® holds B.A., Organizational Studies from University Of Michigan.
Company email context
Email format at Blue Chip Partners
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*@bluechippartners.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel Seder, Cfa, Cmt, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Daniel Seder, Cfa, Cmt, Cfp®
Executives of publicly traded companies with highly concentrated positions in company stock can feel like they are both exposed and missing out on opportunities. Dan helps these executives strategically sell company stock so they feel confident that they have a structure in place that puts them, and not the volatile stock market, in control.Dan’s goal is to help executives: - Know their blackout periods: Gain a full understanding of restrictions when trading company stock. - Implement a 10b5-1 plan: Sell stock at predetermined price levels. - Diversify the proceeds: Reinvest into a portfolio that aligns with their financial plan.Dan has been active in the financial services industry for over twenty years. He is a Chartered Financial Analyst (CFA), a Chartered Market Technician (CMT) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. He is an active member of the investment committee at Blue Chip Partners, Inc.Dan graduated with a B.A. from the University of Michigan, where he was a four-year member of the varsity wrestling team. He is the former President of the CFA Society of Detroit, a member of CFA Institute and has served as an instructor for the Stalla CFA Exam review program.
Current workplace
Daniel Seder, Cfa, Cmt, Cfp®'s current company
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4 roles
Daniel Seder, Cfa, Cmt, Cfp® work experience
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Owner/Partner, Independent Investment Advisor Representative
CurrentBlue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a.
Jun 2005 - Present
Registered Representative
Jun 2005 - Feb 2017
Registered Representative
Apr 2002 - Jun 2005
1 education record
Daniel Seder, Cfa, Cmt, Cfp® education
-
University Of Michigan
FAQ
Frequently asked questions about Daniel Seder, Cfa, Cmt, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Seder, Cfa, Cmt, Cfp® work for?
Daniel Seder, Cfa, Cmt, Cfp® works for Blue Chip Partners.
What is Daniel Seder, Cfa, Cmt, Cfp®'s role at Blue Chip Partners?
Daniel Seder, Cfa, Cmt, Cfp® is listed as Owner and Partner, Independent Investment Advisor Representative at Blue Chip Partners.
What is Daniel Seder, Cfa, Cmt, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bluechippartners.com for Daniel Seder, Cfa, Cmt, Cfp® at Blue Chip Partners.
What is Daniel Seder, Cfa, Cmt, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 248 for Daniel Seder, Cfa, Cmt, Cfp® at Blue Chip Partners.
Where is Daniel Seder, Cfa, Cmt, Cfp® based?
Daniel Seder, Cfa, Cmt, Cfp® is based in Detroit Metropolitan Area, United States, United States while working with Blue Chip Partners.
What companies has Daniel Seder, Cfa, Cmt, Cfp® worked for?
Daniel Seder, Cfa, Cmt, Cfp® has worked for Blue Chip Partners, Raymond James, and New England Financial.
How can I contact Daniel Seder, Cfa, Cmt, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Seder, Cfa, Cmt, Cfp® at Blue Chip Partners, including work email, phone, and LinkedIn data when available.
What schools did Daniel Seder, Cfa, Cmt, Cfp® attend?
Daniel Seder, Cfa, Cmt, Cfp® holds B.A., Organizational Studies from University Of Michigan.
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