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INVESTMENT EDGE ADV Please make checks payable to: AXA Equitable First-Class Mail: AXA Equitable Retirement Service Solutions P.O. Box 1577 Secaucus, NJ 07096-1577 Application for an Individual Annuity
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Investment Edge ADV is a form that Registered Investment Advisers (RIAs) must file with the Securities and Exchange Commission (SEC) to provide information about their firm, services, and clients.
Registered Investment Advisers (RIAs) are required to file Investment Edge ADV.
To fill out Investment Edge ADV, RIAs need to complete the form provided by the SEC, which includes sections about the firm's background, services offered, fees and compensation, and disclosure information.
The purpose of Investment Edge ADV is to provide transparency and disclosures to investors and regulators about the operations of Registered Investment Advisers (RIAs).
On Investment Edge ADV, RIAs must report information about their firm's ownership, business practices, conflicts of interest, disciplinary history, and details about their clients.
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