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Page 1 of 35FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SHANKERVALLEAU WEALTH Advisers, INC.CRD Number: 117527Annual

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Start by collecting all the necessary information about the advisers you want to report on. This may include their name, contact details, qualifications, services provided, etc.

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Who needs reporting advisers?

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Reporting advisers are needed by organizations or companies that require regular updates on the activities and performance of their financial advisers or consultants.

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This could include financial institutions, investment firms, regulatory bodies, or any entity that needs to monitor and assess the effectiveness of their advisers.

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Reporting advisers provide valuable insights and data that can help decision-makers make informed choices, evaluate the performance of advisers, and ensure compliance with regulatory requirements.

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What is reporting advisers?

Reporting advisers are investment advisers who are required to file reports with regulatory authorities.

Who is required to file reporting advisers?

Investment advisers who meet certain criteria, such as managing assets above a certain threshold, are required to file as reporting advisers.

How to fill out reporting advisers?

Reporting advisers must complete and submit Form ADV, which is a document that provides information about the investment adviser's business, practices, and conflicts of interest.

What is the purpose of reporting advisers?

The purpose of reporting advisers is to provide transparency and oversight in the investment advisory industry to protect investors.

What information must be reported on reporting advisers?

Reporting advisers must disclose information about their business practices, fees, services, conflicts of interest, and disciplinary history.

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