AdFi
MP

Marija Petrovic

Investment Adviser Representative at Intelligence Driven Advisers, LLC

Carlsbad, CACRD #8176412Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Marija Petrovic is an investment adviser representative with Intelligence Driven Advisers, LLC in Carlsbad, CA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.

Office

2792 Gateway Road
Carlsbad, CA 92009

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/23/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Intelligence Driven Advisers, LLCCurrent
1/23/2026 – Carlsbad, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. IDA
    Sep 2025 – no end date reportedSan Diego, CA
  2. StepStone Group
    May 2022 – May 2025San Diego, CA
  3. Embraer
    May 2021 – May 2022Melbourne, FL
  4. Vervent
    Nov 2020 – May 2021San Diego, CA
  5. Unemployed
    Jun 2025 – Aug 2025San Diego, CA
  6. NJH
    Aug 2017 – Mar 2020San Diego, CA
  7. Unemployed
    Apr 2020 – Oct 2020San Diego, CA
  8. Aristocrat Gallery
    Jun 2016 – Aug 2017San Diego, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Intelligence Driven Advisers, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
19
Offices listed on AdvisorFinder:
3
Main office:
Carlsbad, CA
SEC file number:
801-114418

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Intelligence Driven Advisers, LLC

Showing 12 of 19 in the directory

View Intelligence Driven Advisers, LLC firm profile

Similar advisors in Carlsbad, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marija Petrovic has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Marija Petrovic (Intelligence Driven Advisers)