Robert Paterson has been an investment adviser representative at Intelligence Driven Advisers since January 2019, and is not listed among the firm’s executive officers or direct owners. Robert Paterson holds a B.A. in Psychology from San Diego State 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.
Rob Paterson is Wealth Adviser of Intelligence Driven Advisers. He has offered financial services to individuals and families in the San Diego community since 2000 and joined the IDA wealth management team in 2017. He develops client relationships through financial planning and problem solving.
Robert Paterson’s longest registration is the current one, 7 years at Intelligence Driven Advisers since 2019. Before joining Intelligence Driven Advisers in 2019, Robert Paterson was registered through Labrum Wealth Management, LLC and Beta Wealth Group, Inc.
- – present · 7 yearsCarlsbad, CA · Adviser representative · Firm CRD 299589
- Labrum Wealth Management, LLC– · 1 yearCarlsbad, CA · Adviser representative · Firm CRD 150734
- Beta Wealth Group, Inc– · 4 yearsSan Diego, CA · Adviser representative · Firm CRD 165224
- Raymond James Financial Services Advisors, Inc– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 149018
Professional designations
Listed by Intelligence Driven Advisers
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Paterson is registered as an investment adviser representative in California, since January 2019.
- CaliforniaSince 3 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 April 2011 |
| Series 7 | General Securities Representative Examination | 19 January 2011 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Edward Paterson
- CRD
- 5878267
- Firm
- Intelligence Driven Advisers · CRD 299589
- Office
- 2792 GATEWAY ROAD, Carlsbad, CA 92009
- Registration
- Investment adviser registration
- In the industry since
- July 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idawealth.com
Where does Robert Paterson work?
Robert Paterson is an investment adviser representative registered through Intelligence Driven Advisers, LLC since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Robert Paterson a financial advisor?
Yes. Robert Paterson has a current investment-adviser registration in California, through Intelligence Driven Advisers since January 2019.
How many years of experience does Robert Paterson have?
Robert Paterson has 15 years in the financial industry, since July 2011, across 4 adviser firms.
What exams has Robert Paterson passed?
Robert Paterson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2011.
Where did Robert Paterson work before Intelligence Driven Advisers?
Before Intelligence Driven Advisers, Robert Paterson was registered through Beta Wealth Group, Inc, October 2012 to June 2017; Raymond James Financial Services Advisors, Inc, May 2011 to September 2012.
Where is Robert Paterson based?
Robert Paterson’s registered office is in Carlsbad, CA.
Is Robert Paterson registered with FINRA?
No. Robert Paterson has no current broker registration.
Is Robert Paterson a CFP?
Intelligence Driven Advisers lists Robert Paterson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Paterson’s record?
Search CRD 5878267 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Paterson’s full registration record.
