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Convergent Wealth Advisors Part 2A of Form ADV The Brochure 12505 Park Potomac Avenue, Suite 400 Potomac, MD 20854 ×301× 7706300 www.ConvergentWealth.com March 29, 2013, This Brochure provides information
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What is convergent adv part 2a?
Convergent adv part 2a is a form filed by investment advisers registered with the Securities and Exchange Commission (SEC) that provides information about their business practices and conflicts of interest.
Who is required to file convergent adv part 2a?
Investment advisers registered with the SEC are required to file convergent adv part 2a.
How to fill out convergent adv part 2a?
Convergent adv part 2a can be filled out online through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of convergent adv part 2a?
The purpose of convergent adv part 2a is to provide transparency to clients and potential clients about an investment adviser's practices and potential conflicts of interest.
What information must be reported on convergent adv part 2a?
Information such as the adviser's services, fees, disciplinary history, conflicts of interest, and key employees must be reported on convergent adv part 2a.
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