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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BRAINTREE WEALTH Advisers, LLC CRD Number: 226708OtherThanAnnual Amendment
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Determine the target audience for the brochure.
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Small businesses looking to promote their services to potential clients.
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What is firm brochure - part?
A firm brochure - part is a document that provides information about the services offered by a firm, its history, team members, and any other relevant details.
Who is required to file firm brochure - part?
All firms operating in the specified industry are required to file firm brochure - part.
How to fill out firm brochure - part?
Firm brochure - part can be filled out online or in hard copy, following the specific instructions provided by the regulatory body.
What is the purpose of firm brochure - part?
The purpose of firm brochure - part is to provide transparency and relevant information to clients and potential clients of the firm.
What information must be reported on firm brochure - part?
Firm brochure - part must include information about the firm's services, team members, history, and any other relevant details required by the regulatory body.
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