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Effective November 1, 2021, Client Relationship Summary Goya Financial Advisors, Inc. Item 1. Introductions document is the Client Relationship Summary (CRS) for Goya Financial Advisors, Inc. In this

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What is form crs client relationship?

Form CRS (Client Relationship Summary) is a document that registered investment advisers must provide to retail investors as part of the SEC's regulatory requirements.

Who is required to file form crs client relationship?

Registered investment advisers are required to file Form CRS.

How to fill out form crs client relationship?

Form CRS must be filled out by providing clear and concise information about the adviser's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of form crs client relationship?

The purpose of Form CRS is to help retail investors make informed decisions about their investment advisers by providing them with key information in an easy-to-understand format.

What information must be reported on form crs client relationship?

Form CRS must include information about the adviser's services, fees, conflicts of interest, and disciplinary history.

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