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FORM CRS CLIENT RELATIONSHIP SUMMARY TRANSCEND AI, LLC AUGUST 26, 2020, Transcend AI, LLC (Transcend or the Firm we or us) is an investment advisory firm registered with the Securities and Exchange
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What is transcend form crs adv?
Transcend Form CRS Adv is a form that investment advisers must file with the SEC as part of their obligations under the Dodd-Frank Act.
Who is required to file transcend form crs adv?
Investment advisers who are registered with the SEC or required to be registered must file Transcend Form CRS Adv.
How to fill out transcend form crs adv?
Transcend Form CRS Adv can be filled out electronically through the SEC's EDGAR system.
What is the purpose of transcend form crs adv?
The purpose of Transcend Form CRS Adv is to provide retail investors with information about the investment adviser's services, fees, conflicts of interest, and disciplinary history.
What information must be reported on transcend form crs adv?
Transcend Form CRS Adv requires information about the investment adviser's services, fees, conflicts of interest, disciplinary history, and other key information for retail investors.
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