A complete list of active advisors currently associated with Intellivest Securities, Inc.

Warmer can help you find a great advisor at Intellivest Securities, Inc. or one who fits your needs even better.

The firm provides investment advice and research services to investors and issuers, covering publicly traded equities and private placements, and it issues periodicals and special reports. It distributes subscription-based research (including reports produced by an affiliated non‑broker‑dealer) and offers charts, analytical tools and negotiated consulting engagements to clients and issuers. Its investment process blends fundamental, technical and charting analysis and draws on sources such as financial press, corporate filings and third‑party research; strategies include both long‑term purchases and shorter‑term trading. Compensation is structured primarily through hourly consulting arrangements and publication subscriptions rather than through percentage‑of‑assets fees, with negotiable terms and refund provisions for prepaid work. The firm is atypical among peer investment managers in several respects: it operates as a broker‑dealer engaged in distributing private placements, it is affiliated with a practicing attorney and with a separate research entity, and it plans to receive and redistribute third‑party research in compliance with FINRA Rule 2711(H)(13)(A). It may accept cash or securities from issuers for producing or distributing research and may pay finders’ fees, arrangements the firm says are disclosed under its internal policies.

To learn more about the advisors currently working at Intellivest Securities, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Kolber	Riverdale, GA	41

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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