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Berkeley San Francisco Petaluma www.parksideadvisors.com 510.883.1350 INVESTMENT MANAGEMENT FINANCIAL PLANNING TAX PLANNINGParkside Advisors LLC Part 2A of Form ADV: Brochure2040 Bancroft Way, Suite
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How to fill out form adv part 2a

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To fill out Form ADV Part 2A, you should follow the below steps:
02
Start by providing your firm's name, address, and contact information.
03
Include details about your firm's ownership structure and any related persons or entities.
04
Describe your firm's business and services, including information on the types of clients you serve.
05
Provide information about your firm's fees, compensation, and potential conflicts of interest.
06
Describe any disciplinary history or legal actions against your firm or its employees.
07
Include information about your firm's investment strategies and risk factors.
08
Disclose any additional information required by the form.
09
Review and check for accuracy before submitting the completed Form ADV Part 2A.
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Note: It is important to consult with legal or compliance professionals to ensure compliance with all applicable regulations.

Who needs form adv part 2a?

01
Anyone who is registered as an investment adviser with the Securities and Exchange Commission (SEC) or a state securities regulator needs to fill out Form ADV Part 2A. This form is required by the SEC to provide important information about the adviser's business practices, fees, disciplinary history, and other relevant details. It helps clients make informed decisions when choosing an investment adviser.
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Form ADV Part 2A is a document that provides a detailed description of an investment adviser’s business, including services, fees, and investment strategies.
Registered investment advisers are required to file Form ADV Part 2A with the Securities and Exchange Commission (SEC) or state regulators.
To fill out Form ADV Part 2A, advisers must provide information about their firm, services, fees, disciplinary history, and investment strategies, following the guidance provided by the SEC.
The purpose of Form ADV Part 2A is to provide clients with important information about the investment adviser to help them make informed decisions.
Form ADV Part 2A must report information including the firm's services, fees, conflicts of interest, disciplinary history, and investment strategies.
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