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Form ADV Wrap Fee Program Brochure Morgan Stanley Smith Barney LLC Custom Investment Outsourcing Program July 26, 2013 2000 Westchester Avenue Purchase, NY 10577 Tel: (914) 225-1000 Fax: (614) 283-5057
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What is form adv wrap fee?
Form ADV Wrap Fee is a form that investment advisors who provide wrap fee programs must file with the U.S. Securities and Exchange Commission (SEC).
Who is required to file form adv wrap fee?
Investment advisors who provide wrap fee programs are required to file Form ADV Wrap Fee.
How to fill out form adv wrap fee?
Form ADV Wrap Fee can be filled out electronically through the Investment Adviser Registration Depository (IARD) system. Advisors must provide information about their firm, services provided, fees charged, and other relevant details.
What is the purpose of form adv wrap fee?
The purpose of Form ADV Wrap Fee is to provide the SEC and investors with information about investment advisors and their wrap fee programs, ensuring transparency and compliance with regulations.
What information must be reported on form adv wrap fee?
Form ADV Wrap Fee requires advisors to report information about their firm, the types of wrap fee programs offered, fees charged to clients, potential conflicts of interest, and other relevant details.
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