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Madeline Reber

Investment adviser representative at Intelligence Driven Advisers, LLC
12 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

12 years in the industry.

  1. Intelligence Driven Advisers, LLCApr 2026 to now
  2. UnemployedDec 2025 to Mar 2026
  3. American Assets Capital Advisers, LLCOct 2017 to Nov 2025
  4. Unviersity of San DiegoSep 2014 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8267832
Firm CRD
299589
Advisor's SEC record (opens in a new tab)
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