Derek Long has been an investment adviser representative at Intelligence Driven Advisers since August 2023, and is not listed among the firm’s executive officers or direct owners. Derek Long holds a B.A. in Business Management from Vanguard University.
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.
Derek Long is Wealth Adviser of Intelligence Driven Advisers. He joined the firm in 2023. Before joining IDA, he ran his own real estate company helping families and investors buy and sell properties, while also mentoring new agents.
- – present · 3 yearsMurrieta, CA · Adviser representative · Firm CRD 299589
Investment adviser representative registrations
Derek Long is registered as an investment adviser representative in California, since August 2023.
- CaliforniaSince 23 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7790533
- Firm
- Intelligence Driven Advisers · CRD 299589
- Office
- 25220 Hancock Ave., Suite 310, Murrieta, CA 92562
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idawealth.com
Where does Derek Long work?
Derek Long is an investment adviser representative registered through Intelligence Driven Advisers, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Derek Long a financial advisor?
Yes. Derek Long has a current investment-adviser registration in California, through Intelligence Driven Advisers since August 2023.
How many years of experience does Derek Long have?
Derek Long has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Derek Long passed?
Derek Long passed the Series 65 in August 2023.
Where is Derek Long based?
Derek Long’s registered office is in Murrieta, CA.
Is Derek Long registered with FINRA?
No. Derek Long has no current broker registration.
How can I verify Derek Long’s record?
Search CRD 7790533 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Long’s full registration record.
