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Nolan Tyler Martin

Intelligence Driven Advisers, LLC

Carlsbad, CA

CRD 7144772

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Employer firm

Intelligence Driven Advisers, LLC CRD 299589

$882M regulatory AUM 65 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Intelligence Driven Advisers, Llc

2792 Gateway Road, Carlsbad, CA 92009 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-25
  • CA RA
    APPROVED
    Since 2025-02-25

Branch Locations

2792 Gateway Road, Carlsbad, CA 92009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
H&R Block San Diego CA 11/2021 07/2022
Horace Mann Norco CA 05/2019 07/2020
San Diego State University San Diego CA 08/2018 05/2022
Apple Valley High School Apple Valley CA 05/2014 05/2018
Intelligence Driven Advisers Carlsbad CA 07/2022 Present
  • 11/2021 → 07/2022
    H&R Block
    San Diego, CA
  • 05/2019 → 07/2020
    Horace Mann
    Norco, CA
  • 08/2018 → 05/2022
    San Diego State University
    San Diego, CA
  • 05/2014 → 05/2018
    Apple Valley High School
    Apple Valley, CA
  • 07/2022 → Present
    Intelligence Driven Advisers
    Carlsbad, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

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