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1: Cover Pattern Into Wealth Strategies, LLC 1460 Broadway New York, NY 10036Form ADV Part 2A Firm Brochure (646) 4946220 www.earnintowealth.comDated March 31, 2018, This Brochure provides information

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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 by providing your firm's information, such as the name, address, and contact details.

03

Next, describe the types of clients your firm services and the investment strategies you offer.

04

Provide information about your firm's affiliations with other companies or individuals.

05

Disclose any potential conflicts of interest that may arise from your firm's business practices.

06

Detail the fees and compensation you charge for your services.

07

Discuss your firm's disciplinary history, if applicable.

08

Provide additional information about your firm's business operations and management.

09

Review the completed form for accuracy and ensure all required fields are filled.

10

Sign and date the form.

11

Keep a copy of the form for your records.

Who needs form adv part 2a?

01

Form ADV Part 2A is required for investment advisers who are registered with the Securities and Exchange Commission (SEC) or state securities authorities.

02

Any investment adviser who manages $25 million or more in assets must register with the SEC and file Form ADV Part 2A.

03

Even if an investment adviser manages less than $25 million, they may still be required to register with state securities authorities and file Form ADV Part 2A.

04

The form provides important information to clients and helps regulators monitor the activities of investment advisers in order to protect investors.

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