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MARYLAND STATE TREASURERS OFFICE Louis L. Goldstein Treasury Building 80 Calvert Street, Room 109 Annapolis, Maryland 21401 REQUEST FOR PROPOSALS FOR FINANCIAL ADVISOR FOR THE MARYLAND DEPARTMENT
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The financial advisor form is a document used to report financial information and transactions related to advising services.
Financial advisors who provide advising services are required to file the financial advisor form.
The financial advisor form can be filled out online or submitted by mail with all required financial information and transactions reported.
The purpose of the financial advisor form is to provide transparency and accountability in financial advising services by reporting relevant information.
Information such as financial transactions, investment advice, fees charged, and other pertinent financial details must be reported on the financial advisor form.
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