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Customer Relationship Summary (Form ADV Part 3) March 31, 2022, Introduction Castellano Group, LLC is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser. Brokerage
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How to fill out secgovform crs relationship summary

01
Obtain SEC Form CRS Relationship Summary from the Securities and Exchange Commission website.
02
Fill in the required information such as the firm's name, contact information, services offered, fees and costs, conflicts of interest, legal standards, disciplinary history, and additional information.
03
Provide a summary of the brokerage and investment advisory services offered by the firm.
04
Include information about the fees and costs that clients will incur.
05
Disclose any conflicts of interest that may arise.
06
Detail the legal standards that the firm is held to when providing investment advice.
07
Disclose any disciplinary history of the firm or its employees.
08
Provide any other relevant information that would be important for clients to know.

Who needs secgovform crs relationship summary?

01
Any firm or individual that provides brokerage or investment advisory services to clients is required to fill out SEC Form CRS Relationship Summary.
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SECgovForm CRS Relationship Summary is a form required by the SEC to be filed by investment advisers.
Investment advisers registered with the SEC are required to file the secgovform crs relationship summary.
Investment advisers can fill out the secgovform crs relationship summary by providing accurate and detailed information about their firm and the services they offer.
The purpose of secgovform crs relationship summary is to provide clients with important information about the firm's services, fees, conflicts of interest, and disciplinary history.
Information such as the firm's services, fees, conflicts of interest, disciplinary history, and key personnel must be reported on the secgovform crs relationship summary.
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