Derek Long
Investment adviser representative at Intelligence Driven Advisers, LLC
19 yearsExperience
1 stateRegistered in
$881.9MFirm assets
7 yearsFirm in business
Are you Derek Long? Claim your profile
Contact this firm
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
19 years in the industry.
- Intelligence Driven Advisers, LLCJul 2023 to now
- Derek Long Realtor Corp.Sep 2019 to now
- Signature Real Estate GroupNov 2015 to Sep 2019
- Cl Olson and Associates dba. Irvine WeldingJul 2007 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7790533
- Firm CRD
- 299589