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Madison Avenue Securities, LLC Form CRS Customer Relationship Summary (June 16, 2022) I. Introduction Madison Avenue Securities, LLC (MAS) is registered with the Securities and Exchange Commission

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Gather all the necessary information required to complete the form, such as relevant financial account details.

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Review the instructions provided with the form to understand the specific requirements for filling out each section.

03

Fill in your personal information accurately, including your name, address, and taxpayer identification number.

04

Provide details about the financial accounts that are covered by the CRS reporting requirements.

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Who needs form crs a summary?

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Individuals or entities that have financial accounts in a foreign country may need to fill out form CRS a summary to comply with international tax reporting requirements.

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Financial institutions and tax authorities may also require form CRS a summary to gather information about account holders' foreign assets and income for regulatory purposes.

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What is form crs a summary?

Form CRS, also known as Form ADV Part 3, is a summary document that registered investment advisers (RIAs) must provide to their retail investors. It outlines key information about the firm's services, fees, conflicts of interest, and disciplinary history.

Who is required to file form crs a summary?

Registered investment advisers (RIAs) who offer services to retail investors are required to file Form CRS.

How to fill out form crs a summary?

Form CRS can be filled out electronically and submitted through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form crs a summary?

The purpose of Form CRS is to provide retail investors with important information about the services and fees offered by their investment adviser, helping them make informed decisions.

What information must be reported on form crs a summary?

Form CRS must include information about the services offered, fees charged, conflicts of interest, disciplinary history, and the firm's regulatory obligations.

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