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DISCLOSURE DOCUMENT ADV Parts IA, 2A and 2B and Privacy PolicyWINGATE W HEALTH ADVISORS, INC. 450 BEDFORD STREET LEXINGTON, MA 024201547 (781) 8627100 PHONE (781) 8619707 FAX WWW.WINGATEWEALTHADVISORS.COM

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Individuals or businesses involved in providing investment advisory services generally need to fill out Adv Parts IA 2a.

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Investment advisors, financial planners, broker-dealers, and other investment professionals may be required to complete this form.

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Anyone who offers investment advice for a fee or engages in the business of advising others on securities investments may require Adv Parts IA 2a.

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What is adv parts ia 2a?

Adv Part 2A is a document that registered investment advisors (RIAs) must file with the Securities and Exchange Commission (SEC) or state securities regulators.

Who is required to file adv parts ia 2a?

Registered investment advisors (RIAs) are required to file adv parts ia 2a.

How to fill out adv parts ia 2a?

Adv parts ia 2a can be filled out by providing detailed information about the advisor's business practices, conflicts of interest, disciplinary history, and other relevant information.

What is the purpose of adv parts ia 2a?

The purpose of adv parts ia 2a is to provide transparency to clients and regulators regarding the operations and potential conflicts of interest of the registered investment advisor.

What information must be reported on adv parts ia 2a?

Information that must be reported on adv parts ia 2a includes assets under management, investment strategies, key personnel, fee schedules, conflicts of interest, and disciplinary history.

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