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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: XP ADVISORY US, INC.CRD Number: 173779Annual Amendment All Sections
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Who needs sec - iapd?
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Investment advisers and firms who are registered with the SEC
02
Individuals or entities seeking information about investment advisers and firms
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What is sec - iapd?
SEC - IAPD stands for Securities and Exchange Commission - Investment Adviser Public Disclosure.
Who is required to file sec - iapd?
Investment advisers who are registered with the Securities and Exchange Commission (SEC) are required to file Form ADV through the Investment Adviser Public Disclosure (IAPD) system.
How to fill out sec - iapd?
Investment advisers can fill out sec - iapd by logging into the IAPD system and completing the required Form ADV.
What is the purpose of sec - iapd?
The purpose of sec - iapd is to provide transparency and disclosure of important information about investment advisers to the public.
What information must be reported on sec - iapd?
Information such as services offered, fee structure, disciplinary history, qualifications, and conflicts of interest must be reported on sec - iapd.
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