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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: MARIETTA INVESTMENT PARTNERS, LLC CRD Number: 108479Annual Amendment

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How to fill out investment advisor disclosure documents

01

Gather all necessary information such as personal information, professional background, and investment experience.

02

Complete the form with accurate and up-to-date information.

03

Disclose any potential conflicts of interest or other relevant information.

04

Review the document carefully before submission to ensure accuracy and completeness.

Who needs investment advisor disclosure documents?

01

Investment advisors who are registered with the SEC or state securities regulators.

02

Financial planners who provide investment advice to clients.

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What is investment advisor disclosure documents?

Investment advisor disclosure documents are legal documents that provide information about an investment advisor's background, business practices, and conflicts of interest.

Who is required to file investment advisor disclosure documents?

Investment advisors registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file disclosure documents.

How to fill out investment advisor disclosure documents?

Investment advisors can fill out disclosure documents using the appropriate forms provided by the SEC or state securities regulators.

What is the purpose of investment advisor disclosure documents?

The purpose of investment advisor disclosure documents is to provide transparency to clients and regulators about an investment advisor's background and potential conflicts of interest.

What information must be reported on investment advisor disclosure documents?

Information such as the advisor's educational background, business practices, regulatory actions, and conflicts of interest must be reported on investment advisor disclosure documents.

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