Hunter Pearson Daniel

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 07/2022
  Dowling & Yahnke, Llc
  San Diego, CA
• 07/2014 → 10/2017
  Goldman Sachs
  Salt Lake City, UT
• 07/2022 → 04/2026
  Morton Wealth
  Calabasas, CA
• 04/2026 → Present
  Intelligence Driven Advisers
  Carlsbad, CA

Previous Registrations

• 2022-07-08 → 2026-04-21
  Morton Wealth
  Calabasas, CA
• 2018-01-12 → 2022-07-05
  Dowling & Yahnke, Llc
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-12

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Hunter P Daniel