Steven Dougan has been an investment adviser representative at Intelligence Driven Advisers since April 2026, and is not listed among the firm’s executive officers or direct owners. Steven Dougan studied at Seattle University and Washington 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.
Steve Dougan is Associate Wealth Adviser of Intelligence Driven Advisers. Before joining IDA, he gained experience in startups and real estate investing. At IDA he focuses on understanding each client's story to develop personalized financial strategies.
- – present · under a yearCarlsbad, CA · Adviser representative · Firm CRD 299589
Investment adviser representative registrations
Steven Dougan is registered as an investment adviser representative in California, since April 2026.
- CaliforniaSince 9 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 January 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8082339
- Firm
- Intelligence Driven Advisers · CRD 299589
- Office
- 2792 GATEWAY ROAD, Carlsbad, CA 92009
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idawealth.com
Where does Steven Dougan work?
Steven Dougan is an investment adviser representative registered through Intelligence Driven Advisers, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Steven Dougan a financial advisor?
Yes. Steven Dougan has a current investment-adviser registration in California, through Intelligence Driven Advisers since April 2026.
How many years of experience does Steven Dougan have?
Steven Dougan has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Steven Dougan passed?
Steven Dougan passed the Series 65 in January 2025.
Where is Steven Dougan based?
Steven Dougan’s registered office is in Carlsbad, CA.
Is Steven Dougan registered with FINRA?
No. Steven Dougan has no current broker registration.
How can I verify Steven Dougan’s record?
Search CRD 8082339 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Dougan’s full registration record.
