David Reyes has been an investment adviser representative at Intelligence Driven Advisers since January 2022, 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.
David Reyes is Partner and Director of Financial Planning of Intelligence Driven Advisers, based in Carlsbad, CA. Throughout his career he has worked primarily as a financial planner with an emphasis on tax planning. He works with clients on retirement planning, tax planning, estate planning and investment strategies.
- – present · 4 yearsCarlsbad, CA · Adviser representative · Firm CRD 299589
Professional designations
Listed by Intelligence Driven Advisers
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
David Reyes is registered as an investment adviser representative in California, since January 2022.
- CaliforniaSince 24 January 2022
Examinations
No examinations are on David Reyes’s record.
- Full name
- David Bradley Reyes
- CRD
- 7497075
- Firm
- Intelligence Driven Advisers · CRD 299589
- Office
- 2792 GATEWAY ROAD, Carlsbad, CA 92009
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idawealth.com
Where does David Reyes work?
David Reyes is an investment adviser representative registered through Intelligence Driven Advisers, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is David Reyes a financial advisor?
Yes. David Reyes has a current investment-adviser registration in California, through Intelligence Driven Advisers since January 2022.
How many years of experience does David Reyes have?
David Reyes has 4 years in the financial industry, since January 2022, across 1 adviser firm.
Where is David Reyes based?
David Reyes’ registered office is in Carlsbad, CA.
Is David Reyes registered with FINRA?
No. David Reyes has no current broker registration.
Is David Reyes a CFP?
Intelligence Driven Advisers lists David Reyes with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Reyes’ record?
Search CRD 7497075 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Reyes’ full registration record.
