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Form ADV Part 2A: Firm Brochure Item 1 Cover Page2150 Post Road, Suite 201 | Fairfield, CT 06824 (203) 3193550 phone (203) 319 3554 faxes www.monecoadvisors.com March 2023Firm Contact: Noreen McGorry

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How to fill out form adv part 2a

01

Gather all necessary information and documents required to fill out Form ADV Part 2A.

02

Start by providing basic information about your firm, including its name, address, and contact details.

03

Describe your firm's business, including the types of clients you serve and the services you offer.

04

Provide information about your firm's fees, compensation, and other financial arrangements.

05

Disclose any conflicts of interest that may exist within your firm.

06

Discuss your firm's disciplinary history, if applicable.

07

Review the completed form for accuracy and completeness before submitting it.

Who needs form adv part 2a?

01

Registered investment advisers (RIAs) in the United States need Form ADV Part 2A.

02

It is required by the Securities and Exchange Commission (SEC) for firms managing more than $25 million in assets.

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What is form adv part 2a?

Form ADV Part 2a is a disclosure document that registered investment advisors must provide to clients outlining the firm's services, fees, and conflicts of interest.

Who is required to file form adv part 2a?

Registered investment advisors are required to file Form ADV Part 2a with the Securities and Exchange Commission (SEC) or state securities regulators.

How to fill out form adv part 2a?

Form ADV Part 2a must be filled out by providing accurate information about the advisor's business practices, conflicts of interest, fees, disciplinary history, and other relevant information.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2a is to provide clients with important information about an investment advisor's background, services offered, fees, and potential conflicts of interest.

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

Form ADV Part 2a requires investment advisors to report information about their advisory business, including services provided, fees charged, disciplinary history, conflicts of interest, and other key details.

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