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FORM CRS Lake Street Advisors Group, LLC d/b/a: Lake Street Advisors November 30, 2021INTRODUCTION Lake Street Advisors is registered with the Securities and Exchange Commission as an investment advisor
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What is form crs?
Form CRS (Client Relationship Summary) is a form that provides retail investors with information about the qualifications and business practices of their investment adviser or broker.
Who is required to file form crs?
Investment advisers and broker-dealers registered with the Securities and Exchange Commission (SEC) are required to file Form CRS.
How to fill out form crs?
Form CRS can be filled out electronically through the SEC's electronic filing system or manually by following the instructions provided by the SEC.
What is the purpose of form crs?
The purpose of Form CRS is to provide retail investors with important information about their investment adviser or broker, including fees, services offered, conflicts of interest, and disciplinary history.
What information must be reported on form crs?
Form CRS must include information about the adviser or broker's services, fees, disciplinary history, conflicts of interest, and additional important information for retail investors.
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