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Get the free Form ADV Part 2A 2017 Version 7 Amendment June 2017.docx

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FIRST LONG ISLAND INVESTORS, LLC One Jericho Plaza, Suite 201 Jericho, NY 11753 Telephone: 5169351200 Facsimile: 5169351274 www.fliinvestors.comJune 27, 2017 (Part 2A of Form ADV)This brochure provides
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How to fill out form adv part 2a

01
To fill out Form ADV Part 2A, follow these steps:
02
Start with the General Instructions section. Read through it carefully to understand the purpose and requirements of the form.
03
Begin with section 1, which asks for general information about your firm. Provide accurate details about your firm's name, address, phone number, and other requested information.
04
Move on to section 2, where you will provide information about your firm's ownership. Include details about any persons or entities with the power to control your firm.
05
Proceed to section 3 and provide information about your firm's disciplinary history, if applicable.
06
In section 4, disclose any conflicts of interest that may exist within your firm.
07
Complete section 5 by providing information about your firm's code of ethics and business practices.
08
Section 6 requires details about your firm's advisory business, including the types of services offered and the fee structure.
09
In section 7, disclose any financial information regarding your firm's clients.
10
Provide additional information, if necessary, in section 8.
11
Review the completed form for accuracy and completeness.
12
Sign and date the form.
13
Keep a copy of the filled-out Form ADV Part 2A for your records.
14
Remember to consult the official instructions provided by the regulatory authority to ensure compliance with all requirements while filling out Form ADV Part 2A.

Who needs form adv part 2a?

01
Form ADV Part 2A is needed by investment advisers registered with the Securities and Exchange Commission (SEC) or state securities authorities. It is a required disclosure document that provides information about the adviser's business practices, fees, and potential conflicts of interest. Clients and potential clients of the investment adviser may also need to review this form to make informed investment decisions.
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Form ADV Part 2A is a regulatory filing required by the Securities and Exchange Commission (SEC) for investment advisors.
Registered investment advisors are required to file Form ADV Part 2A.
Form ADV Part 2A should be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
The purpose of Form ADV Part 2A is to provide clients with important information about an investment advisor's services, fees, and potential conflicts of interest.
Form ADV Part 2A must include information about an investment advisor's business practices, fees, conflicts of interest, disciplinary history, and more.
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