Hunter Daniel has been an investment adviser representative at Intelligence Driven Advisers since May 2026, 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.
Hunter Daniel is Chief Investment Officer of Intelligence Driven Advisers. Before joining IDA, he worked for over a decade in the private wealth management industry, including at Goldman Sachs and multiple RIAs across Southern California. He specializes in portfolio management, investment analysis and investment research, and is a voting member of the investment committee.
Hunter Daniel’s longest registration was 4 years at Dowling & Yahnke, LLC (2018–2022). Before joining Intelligence Driven Advisers in 2026, Hunter Daniel was registered through Morton Wealth and Dowling & Yahnke, LLC.
- – present · under a yearCarlsbad, CA · Adviser representative · Firm CRD 299589
- Morton Wealth– · 3 yearsCalabasas, CA · Adviser representative · Firm CRD 141250
- Dowling & Yahnke, LLC– · 4 yearsSan Diego, CA · Adviser representative · Firm CRD 107672
Professional designations
Listed by Intelligence Driven Advisers
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Hunter Daniel is registered as an investment adviser representative in California, since May 2026.
- CaliforniaSince 14 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Hunter Pearson Daniel
- CRD
- 6377492
- Firm
- Intelligence Driven Advisers · CRD 299589
- Office
- 2792 GATEWAY ROAD, Carlsbad, CA 92009
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idawealth.com
Where does Hunter Daniel work?
Hunter Daniel is an investment adviser representative registered through Intelligence Driven Advisers, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Hunter Daniel a financial advisor?
Yes. Hunter Daniel has a current investment-adviser registration in California, through Intelligence Driven Advisers since May 2026.
How many years of experience does Hunter Daniel have?
Hunter Daniel has 8 years in the financial industry, since February 2018, across 3 adviser firms.
What exams has Hunter Daniel passed?
Hunter Daniel passed the Series 65 in January 2018.
Where did Hunter Daniel work before Intelligence Driven Advisers?
Before Intelligence Driven Advisers, Hunter Daniel was registered through Morton Wealth, July 2022 to April 2026; Dowling & Yahnke, LLC, January 2018 to July 2022.
Where is Hunter Daniel based?
Hunter Daniel’s registered office is in Carlsbad, CA.
Is Hunter Daniel registered with FINRA?
No. Hunter Daniel has no current broker registration.
Is Hunter Daniel a CFP?
Intelligence Driven Advisers lists Hunter Daniel with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Hunter Daniel a CFA charterholder?
Intelligence Driven Advisers lists Hunter Daniel with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Hunter Daniel’s record?
Search CRD 6377492 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hunter Daniel’s full registration record.
