Chad J. Greenberg

INTELLIGENCE DRIVEN ADVISERS

Englewood, CO 80112

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CRD#: 4370579

Professional summary

Chad Jeffrey Greenberg is a registered financial advisor currently at INTELLIGENCE DRIVEN ADVISERS, LLC located in Englewood, Colorado.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Chad has worked at 8 firms and has passed the Series 63, SIE, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Navigate Tax & Accounting Advisors LLC, non-investment related, 16 Inverness Place E, Bldg E-100, Englewood, CO 80112, accounting, CPA, owner,10/2022, 240 hours/mo, 195 hours/mo during trading hours, Manages a CPA Firm and holds a CPA designation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Jeffrey Greenberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 19, 2023 - Present

INTELLIGENCE DRIVEN ADVISERS, LLC

Office #1: 16 Inverness Pl East E-100, Englewood, CO 80112

RIA

CRD#: 299589

Englewood, CO

Past

February 1, 2023 - September 15, 2023

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

Englewood, CO

Past

December 11, 2013 - October 16, 2017

IMST DISTRIBUTORS, LLC

CRD#: 130745

DENVER, CO

Past

June 29, 2012 - December 31, 2013

FORESIDE FUND SERVICES, LLC

CRD#: 46106

DENVER, CO

Past

January 12, 2011 - June 28, 2012

GRAND DISTRIBUTION SERVICES, LLC

CRD#: 127700

MILWAUKEE, WI

Past

May 21, 2010 - October 16, 2017

361 CAPITAL LLC

RIA

CRD#: 118203

DENVER, CO

Past

September 12, 2003 - December 7, 2007

OMNI BROKERAGE, INC.

CRD#: 16878

SOUTH JORDAN, UT

Past

June 18, 1999 - August 16, 2002

TRANSITIONS WEALTH MANAGEMENT, LLC

RIA

CRD#: 107812

GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(10/19/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/18/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/16/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/11/2011

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 9/11/2003

Direct Participation Programs Representative Examination

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

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Contact information

Main Address

2792 Gateway Road, Carlsbad, CA 92009

Mailing Address

Phone number

(888) 401-2083

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IDA FORM ADV PART 2A DATED SEPTEMBER 1, 2025 (9/11/2025)

Regulatory assets under management

Total Number of Accounts	879
AUM (Assets Under Management)	$ 828,210,292

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Chad J. Greenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Jeffrey Greenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENEOS WEALTH MANAGEMENT, INC.

IMST DISTRIBUTORS, LLC

FORESIDE FUND SERVICES, LLC

GRAND DISTRIBUTION SERVICES, LLC

361 CAPITAL LLC

OMNI BROKERAGE, INC.

TRANSITIONS WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

INTELLIGENCE DRIVEN ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/18/2011

SIE

Date: 10/16/2017

Series 6

Date: 1/11/2011

Series 22

Date: 9/11/2003

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLIGENCE DRIVEN ADVISERS, LLC

TRUST BUT VERIFY

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