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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: STOKES FAMILY OFFICE LLC CRD Number: 300899Annual Amendment All Sections

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How to fill out stokes family office adv

01

Gather all relevant financial documents such as tax returns, investment statements, and estate planning documents.

02

Schedule a meeting with a representative from Stokes Family Office to discuss your financial goals and objectives.

03

Complete the necessary paperwork provided by Stokes Family Office, including risk tolerance questionnaires and investment preference forms.

04

Review and sign the required documents to officially become a client of Stokes Family Office.

05

Stay in regular communication with your advisor at Stokes Family Office to ensure your financial plan remains up to date and aligned with your goals.

Who needs stokes family office adv?

01

High-net-worth individuals who require personalized financial planning and investment management services.

02

Families who want to consolidate and streamline their financial affairs under one trusted advisor.

03

Business owners looking to optimize their wealth management strategies and plan for succession.

04

Individuals with complex financial situations that require specialized expertise and tailored solutions.

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What is stokes family office adv?

Stokes Family Office ADV refers to the Form ADV filing required by family offices to register with the SEC or state securities authorities.

Who is required to file stokes family office adv?

Family offices that meet certain criteria, such as managing investments on behalf of family members or providing financial services to family members, are required to file Stokes Family Office ADV.

How to fill out stokes family office adv?

Stokes Family Office ADV can be filled out online through the Investment Adviser Registration Depository (IARD) system by providing accurate and up-to-date information about the family office's operations, services, and key personnel.

What is the purpose of stokes family office adv?

The purpose of Stokes Family Office ADV is to provide regulatory authorities and potential clients with transparency and disclosure regarding the family office's operations, services, and potential conflicts of interest.

What information must be reported on stokes family office adv?

Stokes Family Office ADV must include information about the family office's investment strategies, assets under management, fees, ownership structure, key personnel, and any disciplinary history.

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