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Form ADV Part 2 Brochure Supplement Rodolfo Opera CRD×4188674Crosswell Advisors, LLC 440 Louisiana St., Suite 710 Houston, TX 77002 Phone: 7132757800 Fax: 2819538940 Brochure Supplement prepared

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What is form adv part 2?

Form ADV Part 2 is a form registered investment advisers (RIAs) must file with the Securities and Exchange Commission (SEC) that provides information about the adviser's business practices, conflicts of interest, and disciplinary history.

Who is required to file form adv part 2?

Registered investment advisers (RIAs) are required to file Form ADV Part 2 with the Securities and Exchange Commission (SEC) or with their state securities regulators.

How to fill out form adv part 2?

Form ADV Part 2 is typically filled out electronically through the Investment Adviser Registration Depository (IARD) system. The form requires detailed information about the adviser's business practices, fees, conflicts of interest, and disciplinary history.

What is the purpose of form adv part 2?

The purpose of Form ADV Part 2 is to provide clients and potential clients with important information about an investment adviser's business practices, conflicts of interest, fees, and disciplinary history in a clear and easy-to-understand format.

What information must be reported on form adv part 2?

Form ADV Part 2 requires information about the adviser's business operations, fees, conflicts of interest, disciplinary history, and other important aspects of the adviser's business practices.

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