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FORM ADV PART 2AGERSTEIN FISHER DISCLOSURE BROCHURE Dated 04/02/2018Contact: Brian Delmar, Chief Compliance Officer 565 Fifth Avenue, 27th Floor New York, New York 100172466 6469712505 www.GersteinFisher.comITEM
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Go to the official Gerstein Fisher website.
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Look for the "Disclosure" or "Client Forms" section on the website.
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Click on the link to access the online gerstein fisher disclosure form.
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Fill out the required personal information such as name, address, contact details, etc.
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Provide information about your financial situation, investment objectives, and risk tolerance.
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Who needs online gerstein fisher disclosure?

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Individuals who are clients or potential clients of Gerstein Fisher
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Anyone who is required to complete the disclosure form as part of the onboarding process with Gerstein Fisher
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Online Gerstein Fisher disclosure is a process where individuals disclose their financial holdings and transactions.
Any individual or entity who meets the criteria set by Gerstein Fisher is required to file online disclosure.
Online Gerstein Fisher disclosure can be filled out by logging into the designated platform and entering the required information.
The purpose of online Gerstein Fisher disclosure is to ensure transparency and accountability in financial dealings.
Information such as financial holdings, transactions, and other relevant financial details must be reported on online Gerstein Fisher disclosure.
The penalty for late filing of online Gerstein Fisher disclosure may include fines or other disciplinary actions.
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