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Item 1 Cover Page11710 Plaza America Drive Suite 450 Reston, VA 20190 Telephone: (301) 8029951 Facsimile: (703) 9400453 www.brunswickfinancial.comForm ADV Part 2A Firm Brochure March 26, 2018This
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How to fill out form adv part 2a

01
To fill out Form ADV Part 2A, you need to follow these steps:
02
Start by providing your basic information, including the name of your investment advisory firm, address, contact details, and the date the form is being filed.
03
Next, you will need to disclose information about your firm's ownership structure, including any parent or controlling entities.
04
Provide details about your firm's advisory business, including the types of clients you serve, the services you offer, and any minimum account requirements.
05
Disclose any material changes to your advisory business, such as mergers or affiliations.
06
Describe any additional compensation arrangements or affiliations that may create conflicts of interest.
07
Provide information about your firm's disciplinary history, including any legal or regulatory actions that have been taken against you or your employees.
08
Lastly, sign and date the form to certify its accuracy and completeness.
09
It is important to carefully review the instructions and guidelines provided by the SEC or your regulatory authority before filling out Form ADV Part 2A to ensure compliance.

Who needs form adv part 2a?

01
Form ADV Part 2A is required for registered investment advisers (RIAs) who are filing with the Securities and Exchange Commission (SEC) or state securities regulators.
02
It is a disclosure document that provides information about the firm's services, fees, conflicts of interest, disciplinary history, and other important details.
03
RIAs must provide Form ADV Part 2A to clients and potential clients to enable them to make informed decisions about the advisory services being offered.
04
Additionally, SEC-registered RIAs are required to file Form ADV Part 2A electronically through the Investment Adviser Registration Depository (IARD) system.
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Form ADV Part 2A is a disclosure document that provides information about an investment advisor's business practices, conflicts of interest, and fees.
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 with important information about an investment advisor's services, fees, and potential conflicts of interest.
Form ADV Part 2A requires information about an investment advisor's investment strategies, disciplinary history, and key personnel.
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