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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: 1919 INVESTMENT COUNSEL, LLC CRD Number: 133370Annual Amendment Item
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Who needs form adv disclosure b?
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Investment advisers who are registered with the Securities and Exchange Commission (SEC)
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What is form adv disclosure b?
Form ADV Disclosure B is a required document that must be filed by investment advisers with the Securities and Exchange Commission (SEC).
Who is required to file form adv disclosure b?
Investment advisers registered with the SEC are required to file Form ADV Disclosure B.
How to fill out form adv disclosure b?
Form ADV Disclosure B must be filled out online through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form adv disclosure b?
The purpose of Form ADV Disclosure B is to provide clients and potential clients with information about an investment adviser's services, fees, and conflicts of interest.
What information must be reported on form adv disclosure b?
Information such as the adviser's fee schedule, types of clients served, business practices, and any disciplinary history must be reported on Form ADV Disclosure B.
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