Get the free ITEM 1: Form ADV Part 2A Brochure CANTER ... - Canter Wealth
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ITEM 1: Form ADV Part 2A Brochure CANTER STRATEGIC WEALTH MANAGEMENT, LLC D/B/A CANTER WEALTH (Firm CRD # 167828) 7825 Fay Avenue, Suite 140 La Jolla, California 92037 Telephone: 858.454.2238 Fax:
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How to fill out item 1 form adv
How to fill out item 1 form adv
01
To fill out item 1 form adv, follow these steps:
02
Start by entering the official name of the investment adviser in this item.
03
Next, provide the SEC-assigned CRD number for the investment adviser.
04
Indicate the principal office location of the investment adviser, including the street address, city, state, and ZIP code.
05
Specify the legal structure of the investment adviser, such as an individual, partnership, corporation, or limited liability company.
06
If applicable, provide the contact information for the investment adviser's most senior executive officer.
07
Finally, sign and date the form adv in item 1 to certify its accuracy.
Who needs item 1 form adv?
01
Item 1 form adv is needed by investment advisers registered with the U.S. Securities and Exchange Commission (SEC).
02
Any investment adviser meeting the registration requirements must complete and file this form to disclose relevant information about their firm.
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What is item 1 form adv?
Item 1 form adv is a section of the Form ADV required to be filed by investment advisors with the SEC.
Who is required to file item 1 form adv?
Investment advisors registered with the SEC are required to file item 1 form adv.
How to fill out item 1 form adv?
Item 1 form adv should be filled out accurately and completely with all relevant information about the investment advisor's business.
What is the purpose of item 1 form adv?
The purpose of item 1 form adv is to provide the SEC and investors with key information about the investment advisor's business.
What information must be reported on item 1 form adv?
Information such as the investment advisor's business activities, ownership, and affiliations must be reported on item 1 form adv.
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