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Form ADV Part 2A Firm Brochure March 22, 2016 570 Lexington Avenue, 9th Floor New York, NY 10022 Telephone: (212× 7023500 Facsimile: (212× 7023535 Internet: www.symphonicfinancial.com This Brochure

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What is sfa form adv 2a?

SFA Form ADV 2A is a disclosure document that is required to be filed by investment advisors.

Who is required to file sfa form adv 2a?

Investment advisors registered with the SEC are required to file SFA Form ADV 2A.

How to fill out sfa form adv 2a?

SFA Form ADV 2A can be filled out electronically through the Investment Advisor Registration Depository (IARD) system.

What is the purpose of sfa form adv 2a?

The purpose of SFA Form ADV 2A is to provide clients with important information about the investment advisor, including services offered, fees, conflicts of interest, and disciplinary history.

What information must be reported on sfa form adv 2a?

Information such as services offered, fees charged, conflicts of interest, disciplinary history, and key personnel must be reported on SFA Form ADV 2A.

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