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Robert Edward Paterson

Intelligence Driven Advisers, LLC

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About Robert Edward Paterson

Robert Edward Paterson is an Investment Advisor Representative at Intelligence Driven Advisers, LLC. Robert Edward Paterson has been in the industry since January 2011. Robert Edward Paterson is licensed to provide investment advisory services in California. Prior to Intelligence Driven Advisers, LLC, Robert Edward Paterson was affiliated with RAYMOND JAMES FINANCIAL SERVICES, INC. Robert Edward Paterson's experience includes providing financial planning, portfolio management, and pension consulting services.

Firm Information

Robert Paterson 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Robert Paterson’s Registration & Firm History

CA

01/03/2019 - Present

Intelligence Driven Advisers, LLC (CARLSBAD CA)

CA

01/20/2011 - 09/28/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 04/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Edward Paterson.
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