Thomas Ohanesian 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. Thomas Ohanesian holds a B.S. in Finance from California State University San Marcos.
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.
Thomas Ohanesian is Partner and Director of Financial Planning of Intelligence Driven Advisers, based in Carlsbad, CA. He advises clients on customized investment strategies for retirement, tax, estate and insurance planning needs. He is also a member of IDA's portfolio management team and investment committee.
Thomas Ohanesian’s longest registration is the current one, 7 years at Intelligence Driven Advisers since 2019. Before joining Intelligence Driven Advisers in 2019, Thomas Ohanesian was registered through Labrum Wealth Management, LLC.
- – present · 7 yearsCarlsbad, CA · Adviser representative · Firm CRD 299589
- Labrum Wealth Management, LLC– · 2 yearsCarlsbad, CA · Adviser representative · Firm CRD 150734
Professional designations
Listed by Intelligence Driven Advisers
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Thomas Ohanesian is registered as an investment adviser representative in California, since January 2019.
- CaliforniaSince 3 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 December 2016 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6726993
- Firm
- Intelligence Driven Advisers · CRD 299589
- Office
- 2792 GATEWAY ROAD, Carlsbad, CA 92009
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idawealth.com
Where does Thomas Ohanesian work?
Thomas Ohanesian 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 Thomas Ohanesian a financial advisor?
Yes. Thomas Ohanesian has a current investment-adviser registration in California, through Intelligence Driven Advisers since January 2019.
How many years of experience does Thomas Ohanesian have?
Thomas Ohanesian has 9 years in the financial industry, since December 2016, across 2 adviser firms.
What exams has Thomas Ohanesian passed?
Thomas Ohanesian passed the Series 65 in December 2016.
Where is Thomas Ohanesian based?
Thomas Ohanesian’s registered office is in Carlsbad, CA.
Is Thomas Ohanesian registered with FINRA?
No. Thomas Ohanesian has no current broker registration.
Is Thomas Ohanesian a CFP?
Intelligence Driven Advisers lists Thomas Ohanesian with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Thomas Ohanesian’s record?
Search CRD 6726993 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Ohanesian’s full registration record.
