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Wellesley Investment Advisors, Inc. SUPPLEMENTAL INFORMATION October 2014 Part 2B of Form ADV SEC Required Brochure Supplement Professional Backgrounds of: Greg Miller, CPA (CEO, Principal) Darlene

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What is form adv part 2b?

Form ADV Part 2B is a brochure supplement that provides information about individual investment adviser representatives.

Who is required to file form adv part 2b?

Investment adviser representatives are required to file Form ADV Part 2B.

How to fill out form adv part 2b?

Form ADV Part 2B can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2b?

The purpose of Form ADV Part 2B is to provide clients with information about the background and qualifications of their investment adviser representative.

What information must be reported on form adv part 2b?

Form ADV Part 2B must include information about the representative's education, business practices, and any disciplinary history.

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