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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BERKSHIRE ASSET MANAGEMENT, LLC CRD Number: 145463Annual Amendment All

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How to fill out form adv - berkmgtcom

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To fill out the Form ADV on berkmgtcom, follow these steps: 1. Go to the berkmgtcom website and navigate to the 'Forms' section. 2. Locate the Form ADV and click on it to open the form. 3. Begin by providing your personal information, such as your name, address, and contact details. 4. Enter your employment and education history as required. 5. Include information about any disciplinary actions or legal proceedings you have been involved in. 6. Provide details of your investment advisory services, including your fee structure and investment strategies. 7. Disclose any conflicts of interest you may have. 8. Complete all other sections of the form, such as your business operations and affiliations. 9. Review the completed form for accuracy and completeness. 10. Submit the form electronically or print it out and mail it to the designated address.

Who needs form adv - berkmgtcom?

01

Anyone who is involved in providing investment advisory services and meets the criteria set by regulatory authorities needs to fill out the Form ADV on berkmgtcom. This includes investment advisors, financial planners, and certain types of investment companies. The form helps regulatory authorities gather information about the advisor's background, business practices, and potential conflicts of interest. It is an essential regulatory requirement to ensure transparency and protect investors' interests.

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What is form adv - berkmgtcom?

Form ADV is a required submission for investment advisers and is used to register with the SEC and state securities authorities.

Who is required to file form adv - berkmgtcom?

Investment advisers who manage over $25 million in assets or provide services to more than 15 clients are required to file Form ADV.

How to fill out form adv - berkmgtcom?

Form ADV can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv - berkmgtcom?

The purpose of Form ADV is to provide essential information about an investment adviser's business, conflicts of interest, and disciplinary history to regulators and clients.

What information must be reported on form adv - berkmgtcom?

Form ADV requires information such as the adviser's assets under management, fees, business practices, and key personnel.

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