Steven Dougan
Investment adviser representative at Intelligence Driven Advisers, LLC
14 yearsExperience
1 stateRegistered in
$881.9MFirm assets
7 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 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
14 years in the industry.
- Intelligence Driven Advisers, LLCApr 2026 to now
- Ida WealthMar 2026 to now
- Marathon Group FinancialMay 2025 to Jan 2026
- EducationNov 2024 to Feb 2025
- DoorvestFeb 2021 to Oct 2024
- TravelMay 2020 to Jan 2021
- LoftiumAug 2018 to Apr 2020
- Self EmployedApr 2017 to Jul 2018
- Ao Globe LifeJan 2012 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8082339
- Firm CRD
- 299589