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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: JAY A. FISHMAN, LTD CRD Number: 105609Annual Amendment All Sections

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How to fill out investment counsel form adv

01

Obtain the Investment Counsel Form ADV from the investment advisor or firm.

02

Fill out personal information such as name, address, contact information, and social security number.

03

Disclose any relevant financial information including assets, income, and investment goals.

04

Provide information on any related accounts or investments.

05

Review the form for accuracy and completeness before submitting it to the investment advisor or firm.

Who needs investment counsel form adv?

01

Individuals seeking professional investment advice

02

Clients of investment advisors or firms

03

Anyone looking to have a formal agreement with an investment advisor

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What is investment counsel form adv?

Investment counsel form adv is a form that investment advisers must file with the Securities and Exchange Commission (SEC) or state securities regulators.

Who is required to file investment counsel form adv?

Investment advisers who manage assets above a certain threshold are required to file investment counsel form adv.

How to fill out investment counsel form adv?

Investment advisers must provide information about their business operations, assets under management, and key personnel on the investment counsel form adv.

What is the purpose of investment counsel form adv?

The purpose of investment counsel form adv is to provide regulators and investors with key information about an investment adviser's business.

What information must be reported on investment counsel form adv?

Information such as assets under management, client types, investment strategies, and disciplinary history must be reported on investment counsel form adv.

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