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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BRIDGEPORT WEALTH MANAGEMENT CRD Number: 164100OtherThanAnnual Amendment
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Start by carefully reading the instructions provided on the form CRS and ADV.
02
Fill out your personal information accurately, including your name, address, and contact details.
03
Provide information about your financial situation, including your income, assets, and liabilities.
04
Disclose any other relevant information as per the instructions on the form.
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Review the completed form to ensure all information is accurate and complete before submitting it.
Who needs form crs and adv?
01
Individuals or entities who are required to comply with regulations related to reporting financial information may need to fill out form CRS and ADV.
02
Financial institutions, investment advisors, and other entities involved in the financial services industry may also need to complete form CRS and ADV.
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What is form crs and adv?
Form CRS (Customer Relationship Summary) and Form ADV (Investment Adviser Registration) are documents that investment advisers are required to provide to their clients to disclose important information about the advisory firm, its services, fees, conflicts of interest, and disciplinary history.
Who is required to file form crs and adv?
Registered investment advisers are required to file Form CRS and Form ADV with the Securities and Exchange Commission (SEC) or state securities regulators.
How to fill out form crs and adv?
Form CRS and Form ADV can be completed online through the SEC's electronic filing system. Advisers must provide accurate and up-to-date information about their firm, investment strategies, fees, and other relevant information.
What is the purpose of form crs and adv?
The purpose of Form CRS and Form ADV is to provide clients with key information they need to make informed decisions about hiring an investment adviser and to understand the services and fees offered by the advisory firm.
What information must be reported on form crs and adv?
Form CRS and Form ADV require disclosures about the advisory firm's services, fees, investment strategies, conflicts of interest, disciplinary history, and other important information that clients need to know.
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