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Item 1 Cover Waveform ADV PART 2A Hammond Miles Wealth Advisors DBA Hammond Miles 100 Great Meadow Road, Suite 701 Wethersfield, CT 06109 P: 8602582600 or 8004161655 www.hiwealth.comMarch 4, 2021This

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How to fill out form adv part 2a

01

Obtain the Form ADV Part 2A from the SEC or your investment adviser.

02

Fill out the general information section, including the name of the advisory firm, its address, and contact information.

03

Provide information about the advisory firm's ownership and control, including any affiliations or relationships with other firms.

04

Disclose information about the advisory firm's business practices, including fees, methods of analysis, and potential conflicts of interest.

05

Detail the education and business background of the firm's key personnel, including any disciplinary history.

06

Include any additional information required by the SEC or relevant state regulatory agencies.

07

Review the completed Form ADV Part 2A for accuracy and completeness before submitting it to the appropriate regulatory body.

Who needs form adv part 2a?

01

Investment advisers registered with the Securities and Exchange Commission (SEC) or state regulatory agencies need to fill out Form ADV Part 2A.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that registered investment advisers must provide to clients, providing information about services offered, fees charged, disciplinary information, and conflicts of interest.

Who is required to file form adv part 2a?

Registered investment advisers are required to file Form ADV Part 2A with the Securities and Exchange Commission (SEC) or state securities authorities.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system by providing accurate and detailed information about the advisory firm.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients with important information about the investment adviser's business practices, conflicts of interest, and fees, helping them make informed decisions about their investments.

What information must be reported on form adv part 2a?

Form ADV Part 2A requires information about the investment adviser's services, fees, disciplinary history, conflicts of interest, and other business practices that may impact clients.

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