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Form CRS (ADV Part 3) 10/14/2021 John Haley of Duncan & Haley, Ltd is an investment adviser registered with the Securities Exchange Commission and provides advisory accounts and services rather than
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What is forms adv and crsimportant?
Forms ADV and CRS are important disclosure documents that provide key information about investment advisers and broker-dealers to clients and prospective clients.
Who is required to file forms adv and crsimportant?
Investment advisers and broker-dealers are required to file Forms ADV and CRS to provide transparency and accountability to clients and regulatory authorities.
How to fill out forms adv and crsimportant?
Forms ADV and CRS can be filled out online through the SEC's electronic filing system or manually by submitting paper forms to the SEC.
What is the purpose of forms adv and crsimportant?
The purpose of Forms ADV and CRS is to help clients make informed decisions about their investments by providing clear and concise information about the services offered and any potential conflicts of interest.
What information must be reported on forms adv and crsimportant?
Forms ADV and CRS must include information such as business practices, fees, services offered, disciplinary history, and conflicts of interest.
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