Get the free The Alliant Advisor - February 2010 - Alliant Credit Union - alliantcreditunion

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What is form alliant advisor?

Form alliant advisor is a form used by investment advisors to provide the required information to the Securities and Exchange Commission (SEC).

Who is required to file form alliant advisor?

Investment advisors registered with the SEC are required to file form alliant advisor.

How to fill out form alliant advisor?

Form alliant advisor can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form alliant advisor?

The purpose of form alliant advisor is to provide the SEC with updated information about the investment advisor's business, clients, and potential conflicts of interest.

What information must be reported on form alliant advisor?

Form alliant advisor requires information such as the advisor's assets under management, client types, advisory services offered, and any disciplinary history.