linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chad Jeffrey Greenberg

Intelligence Driven Advisers, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chad? Claim Your Profile

About Chad Jeffrey Greenberg

Chad Jeffrey Greenberg is a financial advisor with Intelligence Driven Advisers, LLC. Chad is based in Englewood, Colorado and has been working in the financial industry since 2003. Chad offers financial planning, portfolio management and pension consulting services to individuals, businesses, and institutions.

Firm Information

Chad Greenberg is currently registered with Intelligence Driven Advisers, LLC. Intelligence Driven Advisers, LLC is a Carlsbad, California-based investment advisory firm that provides a range of financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, individuals, charitable organizations, pension and profit-sharing plans, and insurance companies. The firm manages approximately $977,894,615 in assets for over 1,000 clients.
Intelligence Driven Advisers, LLC

2792 GATEWAY ROAD

CARLSBAD, CA 92009

$977.89M

Assets Under Management

76

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chad Greenberg’s Registration & Firm History

CO

10/19/2023 - Present

Intelligence Driven Advisers, LLC (Englewood CO)

CO

12/11/2013 - 10/16/2017

IMST DISTRIBUTORS, LLC (DENVER CO)

CO

06/29/2012 - 12/31/2013

FORESIDE FUND SERVICES, LLC (DENVER CO)

WI

01/12/2011 - 06/28/2012

GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)

UT

09/12/2003 - 12/07/2007

OMNI BROKERAGE, INC. (SOUTH JORDAN UT)

Not sure if Chad Jeffrey Greenberg is right for you?

Licenses & Designations

BC

Issued 01/18/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/11/2003

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Jeffrey Greenberg.
Not sure if Chad Jeffrey Greenberg is right for you?