Hunter Pearson Daniel
Investment adviser representative at Intelligence Driven Advisers, LLC
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
12 years in the industry.
- Intelligence Driven Advisers, LLCApr 2026 to now
- Morton WealthJul 2022 to Apr 2026
- Dowling & Yahnke, LLCOct 2017 to Jul 2022
- Goldman SachsJul 2014 to Oct 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6377492
- Firm CRD
- 299589