Robert E. Paterson

INTELLIGENCE DRIVEN ADVISERS

Carlsbad, CA 92009

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CRD#: 5878267

Professional summary

Robert Edward Paterson is a registered financial advisor currently at INTELLIGENCE DRIVEN ADVISERS, LLC located in Carlsbad, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 5 firms and has passed the Series 66 and Series 7 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) LWM INSURANCE SOLUTIONS; INV RELATED; 6128 INNOVATION WAY, CARLSBAD CA 92009; INSURANCE AGENCY - INSURANCE SALES; AGENT; 2018; 80 HRS/MO; 80 HRS/MO DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward Paterson'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

January 3, 2019 - Present

INTELLIGENCE DRIVEN ADVISERS, LLC

Office #1: 2792 Gateway Road, Carlsbad, CA 92009

RIA

CRD#: 299589

Carlsbad, CA

Past

September 12, 2017 - March 1, 2019

LABRUM WEALTH MANAGEMENT, LLC

RIA

CRD#: 150734

CARLSBAD, CA

Past

October 1, 2012 - June 19, 2017

BETA WEALTH GROUP, INC

RIA

CRD#: 165224

SAN DIEGO, CA

Past

May 2, 2011 - September 28, 2012

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SAN DIEGO, CA

Past

January 20, 2011 - September 28, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SAN DIEGO, CA

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

California
(1/3/2019)

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

IAR

Series 66

Date: 4/28/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/19/2011

General Securities 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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Robert E. Paterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward Paterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTELLIGENCE DRIVEN ADVISERS, LLC

LABRUM WEALTH MANAGEMENT, LLC

BETA WEALTH GROUP, INC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

INTELLIGENCE DRIVEN ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2011

Series 7

Date: 1/19/2011

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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