Chad Jeffrey Greenberg
Investment adviser representative at Intelligence Driven Advisers, LLC
13 yearsExperience
1 stateRegistered in
PFSDesignation
$881.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Intelligence Driven Advisers, LLCSep 2023 to now
- Navigate Tax & Accounting Advisors LLCNov 2022 to now
- Geneos Wealth Management IncJan 2023 to Sep 2023
- Navigate Wealth Management LLCJan 2023 to Sep 2023
- UnemployedApr 2022 to Oct 2022
- Echelon EnergyJan 2021 to Apr 2022
- UnemployedMar 2020 to Dec 2020
- 361 CapitalJun 2018 to Mar 2020
- Forum Real Estate GroupOct 2017 to May 2018
- Imst Distributors LLCDec 2013 to Oct 2017
- 361 Capital LLCMar 2010 to Oct 2017
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CO).
Intelligence Driven Advisers, LLC
$881.9MAssets managed
660Clients
16Advisers
7 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
- 4370579
- Firm CRD
- 299589