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Thomas Andrew Lombardi

Intelligence Driven Advisers, LLC

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About Thomas Andrew Lombardi

Thomas Lombardi is an investment advisor representative with Intelligence Driven Advisers, LLC. Thomas has been in the industry since 2018 and is registered in California. He holds a Series 65 license. Thomas has experience in providing financial planning and portfolio management services to individuals, businesses, and investment companies. He has a strong understanding of financial markets and investment strategies. Thomas is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Thomas Lombardi 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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Thomas Lombardi’s Registration & Firm History

CA

01/01/2025 - Present

Intelligence Driven Advisers, LLC (Santa Monica CA)

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Licenses & Designations

IA

Issued 03/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Andrew Lombardi.
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