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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: MILESTONE WEALTH, LLC CRD Number: 166717Annual Amendment All Sections
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What is wwwinvestorgovglossaryform-advform advinvestorgov?
wwwinvestorgovglossaryform-advform advinvestorgov is a form required by the SEC for investment advisers to register with the agency and disclose important information about their business.
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Investment advisers who meet certain criteria set by the SEC are required to file wwwinvestorgovglossaryform-advform advinvestorgov. This includes advisers managing assets above a certain threshold.
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Investment advisers can fill out wwwinvestorgovglossaryform-advform advinvestorgov electronically through the SEC's IARD system. The form requires detailed information about the adviser's business practices, fees, conflicts of interest, and more.
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The purpose of wwwinvestorgovglossaryform-advform advinvestorgov is to provide transparency to investors and regulators about the operations and compliance of investment advisers. It helps investors make informed decisions about their investments.
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wwwinvestorgovglossaryform-advform advinvestorgov requires information about the adviser's business practices, fees, services offered, disciplinary history, conflicts of interest, and more. This helps investors understand the adviser's operations and potential risks.
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