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Stronghold Wealth Management, LLC Client Relationship Summary June 2022 (Form CRS/Form ADV Part 3) Item 1: Introduction Stronghold Wealth Management, L.L.C. is an investment adviser registered with
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How to fill out form adv part 3
How to fill out form adv part 3
01
Gather all necessary information required for Form ADV Part 3 such as the firm's background, services offered, fees charged, disciplinary history, and conflicts of interest.
02
Complete the form accurately and truthfully, providing clear and concise answers to all questions asked.
03
Review the completed form to ensure all information is accurate and up to date.
04
Submit the form electronically through the Investment Adviser Registration Depository (IARD) system.
05
Keep a copy of the submitted form for your records.
Who needs form adv part 3?
01
Investment advisers registered with the Securities and Exchange Commission (SEC) who are required to provide disclosure documents to clients, such as Form ADV Part 3.
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What is form adv part 3?
Form ADV Part 3 is a document known as Form CRS (Customer Relationship Summary) that registered investment advisers must provide to retail investors. It contains information about the firm's services, fees, and conflicts of interest.
Who is required to file form adv part 3?
Registered investment advisers (RIAs) are required to file Form ADV Part 3.
How to fill out form adv part 3?
Form ADV Part 3 can be filled out electronically through the Investment Adviser Registration Depository (IARD) system. RIAs must provide accurate and detailed information about their services, fees, and conflicts of interest.
What is the purpose of form adv part 3?
The purpose of Form ADV Part 3 is to provide retail investors with important information about the services, fees, and conflicts of interest of registered investment advisers.
What information must be reported on form adv part 3?
Form ADV Part 3 must include information about the firm's services, fees, conflicts of interest, disciplinary history, and other key aspects of the adviser's business.
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