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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: RAGAS FINANCIAL AdviserS CRD Number: 123255Annual Amendment All Sections

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How to fill out fragasso financial advisorsform adv

01

Gather all necessary financial information, including assets, liabilities, income, and expenses.

02

Access the Fragasso Financial Advisors website or contact their office to obtain the Form ADV.

03

Fill out the personal information section accurately, including your name, address, and contact information.

04

Provide details about your investment objectives, risk tolerance, and financial situation.

05

Disclose any conflicts of interest or potential conflicts of interest that may exist.

06

Review the completed form for accuracy and completeness before submitting it to Fragasso Financial Advisors.

Who needs fragasso financial advisorsform adv?

01

Individuals or entities seeking financial advisory services from Fragasso Financial Advisors.

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What is fragasso financial advisorsform adv?

Form ADV is a United States SEC form that investment advisers use to register with the SEC and state securities authorities.

Who is required to file fragasso financial advisorsform adv?

Investment advisers who manage $100 million or more in client assets or provide advice to investment companies are required to file Form ADV.

How to fill out fragasso financial advisorsform adv?

Form ADV can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of fragasso financial advisorsform adv?

The purpose of Form ADV is to provide important information about an investment adviser's business, services, fees, and conflicts of interest to clients and regulators.

What information must be reported on fragasso financial advisorsform adv?

Form ADV requires investment advisers to report information about their business practices, fees, assets under management, clients, and employees.

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