Brian Peterson has been an investment adviser representative at Intelligence Driven Advisers since May 2023, and is not listed among the firm’s executive officers or direct owners. Brian Peterson holds a Degree in Economics from the University of Scranton.
Intelligence Driven Advisers, LLC is a Carlsbad, CA firm with $882M under management, 660 clients and 11 advisers across 2 offices, as of its March 2026 filing.
Brian Peterson is Retirement Plan Consultant of Intelligence Driven Advisers. He joined the IDA team in 2023 as a Retirement Plan Specialist, having begun his career as a Retirement Plan Analyst at Milliman. His experience includes consulting on and managing 401(k), 403(b), 457 and nonqualified or deferred compensation plans for for-profit and not-for-profit organizations.
- – present · 3 yearsCarlsbad, CA · Adviser representative · Firm CRD 299589
Investment adviser representative registrations
Brian Peterson is registered as an investment adviser representative in California, since May 2023.
- CaliforniaSince 19 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 May 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 February 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 16 February 2022 |
| SIE | Securities Industry Essentials Examination | 9 February 2022 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 October 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Christian Peterson
- CRD
- 5587913
- Firm
- Intelligence Driven Advisers · CRD 299589
- Office
- 2792 GATEWAY ROAD, Carlsbad, CA 92009
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idawealth.com
Where does Brian Peterson work?
Brian Peterson is an investment adviser representative registered through Intelligence Driven Advisers, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Brian Peterson a financial advisor?
Yes. Brian Peterson has a current investment-adviser registration in California, through Intelligence Driven Advisers since May 2023.
How many years of experience does Brian Peterson have?
Brian Peterson has 7 years in the financial industry, since February 2019, across 1 adviser firm.
What exams has Brian Peterson passed?
Brian Peterson has passed 5 licensing exams: the Series 6, SIE, Series 6TO, Series 63 and Series 65. The earliest, the Series 6, was passed in October 2008.
Where is Brian Peterson based?
Brian Peterson’s registered office is in Carlsbad, CA.
Is Brian Peterson registered with FINRA?
No. Brian Peterson has no current broker registration.
How can I verify Brian Peterson’s record?
Search CRD 5587913 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Peterson’s full registration record.
