Form preview

Get the free FORM ADV PART 2A FIRM BROCHURE - Great Valley Advisor Group

Get Form
Item 1 Cover Page FORM ADV PART 2A FIRM BROCHURE Great Valley Advisor Group, Inc. 1200 Pennsylvania Avenue, Suite 202 Wilmington, DE 19806 Telephone: (302× 483 7200 Email: info greatvalleyadvisors.com
We are not affiliated with any brand or entity on this form
4,4
98,753 Reviews
4,5
11,210 Reviews
4,6
715 Reviews
4,6
789 Reviews

Get, Create, Make and Sign form adv part 2a

Edit
Edit your form adv part 2a form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your form adv part 2a form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit form adv part 2a online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the professional PDF editor, follow these steps:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit form adv part 2a. Replace text, adding objects, rearranging pages, and more. Then select the Documents tab to combine, divide, lock or unlock the file.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
pdfFiller makes working with documents easier than you could ever imagine. Try it for yourself by creating an account!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
Learn more about security & compliance
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out form adv part 2a

Illustration

How to fill out form adv part 2a?

01
Start by gathering all the necessary information and documents required to complete form ADV Part 2A. This includes information about your firm, its ownership, and the services it provides.
02
Begin filling out the form by providing basic information about your firm, such as its legal name, address, and contact details. Make sure to double-check the accuracy of this information to avoid any errors.
03
Proceed to the next section, which requires you to disclose information about your firm's ownership and any related parties. Provide details about the individuals who own or control the firm, including their names, positions, and percentage ownership.
04
In the following sections, you will need to provide information about your firm's business operations. This includes details about the types of clients you serve, the services you offer, and any investment strategies you employ. Be thorough and ensure that you accurately describe your firm's investment approach.
05
The next step involves disclosing information about your firm's fees and compensation. You may need to provide details about how you charge clients, any potential conflicts of interest, and any compensation arrangements you have with third parties.
06
Move on to the section regarding your firm's disciplinary history. Answer all questions honestly and provide details about any disciplinary actions or legal proceedings involving your firm or its employees.
07
Finally, review the completed form for accuracy and completeness. Make any necessary corrections or additions before submitting it to the Securities and Exchange Commission (SEC) or relevant regulatory authority.

Who needs form adv part 2a?

01
Registered investment advisers in the United States are required to complete and submit Form ADV Part 2A. This includes investment advisory firms that manage over a certain threshold of assets or provide advice on certain types of investment products.
02
Form ADV Part 2A is necessary for firms offering their services to clients and investors who seek professional investment advice. It helps ensure transparency and provides crucial information for clients to make informed decisions.
03
Investment adviser representatives, who are individuals associated with a registered investment advisory firm, may also be required to comply with the filing of Form ADV Part 2A, depending on their roles and responsibilities within the firm.
04
Additionally, regulatory bodies such as the SEC use Form ADV Part 2A as a tool to monitor and supervise investment advisers and their activities. It allows these regulatory authorities to assess the risks associated with different firms and ensure compliance with relevant regulations.
Overall, Form ADV Part 2A serves as an important disclosure document that provides investors and regulatory bodies with essential information about an investment adviser firm's background, services, fees, and potential conflicts of interest.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.8
Satisfied
43 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Form ADV Part 2A is a document that provides important information about an investment advisor, including services offered, fees charged, disciplinary history, and conflicts of interest.
Investment advisors registered with the SEC are required to file Form ADV Part 2A.
Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
The purpose of Form ADV Part 2A is to provide clients and potential clients with important information about an investment advisor in a clear and concise manner.
Information such as the advisor's services, fees, disciplinary history, conflicts of interest, and other key disclosures must be reported on Form ADV Part 2A.
The pdfFiller premium subscription gives you access to a large library of fillable forms (over 25 million fillable templates) that you can download, fill out, print, and sign. In the library, you'll have no problem discovering state-specific form adv part 2a and other forms. Find the template you want and tweak it with powerful editing tools.
Install the pdfFiller Google Chrome Extension to edit form adv part 2a and other documents straight from Google search results. When reading documents in Chrome, you may edit them. Create fillable PDFs and update existing PDFs using pdfFiller.
The pdfFiller mobile app makes it simple to design and fill out legal paperwork. Complete and sign form adv part 2a and other papers using the app. Visit pdfFiller's website to learn more about the PDF editor's features.
Fill out your form adv part 2a online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview

Form Adv Part 2a is not the form you're looking for?Search for another form here.

Related Features

eSignature for Accounting right in your PDF editor
eSignature for CPA Industry right in your PDF editor
eSignature for Risk Management right in your PDF editor
eSignature for Affiliate Marketing right in your PDF editor
eSignature for Digital Marketing right in your PDF editor

Relevant keywords

2016 1940 Pennsylvania Delaware GVA LPL TPA TPAs IAR IARs FINRA SIPC GVAs LLC Schwab infogreatvalleyadvisors ETF Dedda CCO issuers rebalance ETFs Ryan CRD nondiscretionary greatvalleyadvisors Todd ERISA MFs TPMs brokerdealer Wilmington reputational strate

Related Forms

Form preview
Hola Ami Spring Issue gsF re - kentuckyacc
Kentucky chapter kentucky acc chapter annual meeting kentucky chapter american college of cardiology in conjunction
Fill Now
Form preview
QUOTE REFERENCE NUMBER Q-030-1415 APPOINTMENT OF A COPY - soer deat go
Page 1 of 66 invitation to bid quote reference number: q03014/15 appointment of a copy
Fill Now
Form preview
The request for amendment will be available for public inspection from
May 16, 2013 email: fad aec.gov.au. office use only. date received. registration no. pqlc9a02.
Fill Now
Form preview
Emergency Information 2016 - Greenfield-Central High School - gchs gcs
Greenfield-central high school 2016 drivers education program emergency information please fill out completely student name:
Fill Now
Form preview
KIWANIS IS A GLOBAL
The kiwanis gram the weekly newsletter of the kiwanis club of lakewood, ohio, inc. no.
Fill Now
Form preview
Rising Star or Volunteer of the Year Award Application Rising Star ...
Rising star or volunteer of the year award application (deadline: november 5, 2015) volunteer: an
Fill Now
Form preview
STM Spirit Shirt Order Form - stmbr.org
Stm spirit shirt order form date: parent's name: child's name: cell phone number: homeroom: email
Fill Now
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.