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Strategic Wealth Advisors Group, LLC (DBA Mariner Advisor Network) Relationship Summary September 15th, 2022 Strategic Wealth Advisors Group, LLC (The/Our Firm) is an investment advisor registered

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What is swag form crs adv?

Swag form crs adv is a form that certain investment advisers must file with the SEC.

Who is required to file swag form crs adv?

Investment advisers who provide services to retail investors are required to file swag form crs adv.

How to fill out swag form crs adv?

Swag form crs adv can be filled out electronically through the SEC's IARD system.

What is the purpose of swag form crs adv?

The purpose of swag form crs adv is to provide retail investors with information about the services, fees, and conflicts of interest of their investment adviser.

What information must be reported on swag form crs adv?

Swag form crs adv must report information about the adviser's business practices, conflicts of interest, and disciplinary history.

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