Chad Greenberg has been an investment adviser representative at Intelligence Driven Advisers since October 2023, and is not listed among the firm’s executive officers or direct owners.
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.
Chad Greenberg’s longest registration was 7 years at 361 Capital LLC (2010–2017). Before joining Intelligence Driven Advisers in 2023, Chad Greenberg was registered through Geneos Wealth Management, Inc. and 361 Capital LLC.
- – present · 3 yearsEnglewood, CO · Adviser representative · Firm CRD 299589
- Geneos Wealth Management, Inc.– · under a yearEnglewood, CO · Adviser representative · Firm CRD 120894
- 361 Capital LLC– · 7 yearsDenver, CO · Adviser representative · Firm CRD 118203
- WS Investment Advisors, LLC– · 3 yearsGreenwood Village, CO · Adviser representative · Firm CRD 107812
Investment adviser representative registrations
Chad Greenberg is registered as an investment adviser representative in Colorado, since October 2023.
- ColoradoSince 19 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 18 January 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 January 2011 |
| Series 22 | Direct Participation Programs Representative Examination | 11 September 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Full name
- Chad Jeffrey Greenberg
- CRD
- 4370579
- Firm
- Intelligence Driven Advisers · CRD 299589
- Office
- 16 Inverness Pl East E-100, Englewood, CO 80112
- Registration
- Investment adviser registration
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Chad Greenberg work?
Chad Greenberg is an investment adviser representative registered through Intelligence Driven Advisers, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Chad Greenberg a financial advisor?
Yes. Chad Greenberg has a current investment-adviser registration in Colorado, through Intelligence Driven Advisers since October 2023.
How many years of experience does Chad Greenberg have?
Chad Greenberg has 18 years in the financial industry, since May 2008, across 4 adviser firms.
What exams has Chad Greenberg passed?
Chad Greenberg has passed 3 licensing exams: the Series 22, Series 6 and Series 63. The earliest, the Series 22, was passed in September 2003. FINRA credited Chad Greenberg with the SIE, which began in October 2018.
Where did Chad Greenberg work before Intelligence Driven Advisers?
Before Intelligence Driven Advisers, Chad Greenberg was registered through Geneos Wealth Management, Inc., February 2023 to September 2023; 361 Capital LLC, May 2010 to October 2017; WS Investment Advisors, LLC, June 1999 to August 2002.
Where is Chad Greenberg based?
Chad Greenberg’s registered office is in Englewood, CO.
Is Chad Greenberg registered with FINRA?
No. Chad Greenberg has no current broker registration.
How can I verify Chad Greenberg’s record?
Search CRD 4370579 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Greenberg’s full registration record.
