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Chad Jeffrey Greenberg

Intelligence Driven Advisers, LLC
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Intelligence Driven Advisers, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
881 clients
Average Client Portfolio
$940K average
Assets Under Management
$828.2M

Fee Structure

Minimum Annual Fee:$10,000

Location

16 Inverness Pl East E-100, Englewood, CO, 80112

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chad manages Navigate Tax & Accounting Advisors LLC, a CPA firm, and holds a CPA designation. This takes Chad nearly full-time, including a significant portion during trading hours.

Employment History
Current Registrations
Intelligence Driven Advisers, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Geneos Wealth Management, INC.
February 2023 - September 2023 · 7 mos
Imst Distributors, LLCBroker
December 2013 - October 2017 · 3 yrs 10 mos
Foreside Fund Services, LLCBroker
June 2012 - December 2013 · 1 yr 6 mos
Grand Distribution Services, LLCBroker
January 2011 - June 2012 · 1 yr 5 mos
361 Capital LLC
May 2010 - October 2017 · 7 yrs 5 mos
Omni Brokerage, INC.Broker
September 2003 - December 2007 · 4 yrs 3 mos
Ws Investment Advisors, LLC
June 1999 - August 2002 · 3 yrs 2 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.