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Item 1 Cover Waveform ADV Part 2A. Disclosure Brochure Steward Advisors, LLC 220 N. Green St. Chicago, IL 60607 (630) 5370111 www.stewardadvisors.com 5/26/2023 This Brochure provides information about

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Gather all necessary information and documents required for filling out Form ADV Part 2A.

02

Ensure you have a clear understanding of the instructions provided in the form.

03

Carefully read each section of the form and provide accurate and up-to-date information.

04

Include details about your firm's investment strategies, disciplinary history, key personnel, and other relevant information.

05

Review the completed form for any errors or missing information before submitting it.

Who needs form adv part 2a?

01

Investment advisers registered with the Securities and Exchange Commission (SEC) are required to fill out Form ADV Part 2A.

02

This form is used to provide key information about the adviser's business practices, conflicts of interest, and other important details to clients and prospective clients.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document filed with the SEC by investment advisers which provides information about the advisory business.

Who is required to file form adv part 2a?

Investment advisers registered with the SEC are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out by providing detailed information about the adviser's business practices, fees, conflicts of interest, and disciplinary history.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients with essential information about an investment adviser so they can make informed decisions about using their services.

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

Form ADV Part 2A requires disclosure of the adviser's business practices, fees, conflicts of interest, disciplinary history, and key personnel.

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