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FORM CRS A SUMMARY OF YOUR ADVISORY RELATIONSHIP WITH CARSONALLARIA WEALTH MANAGEMENT, LTD. OCTOBER 1, 2022, ITEM 1 INTRODUCTIONCarsonAllaria Wealth Management, LTD., is registered with the Securities

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Start by reading the instructions provided on the form CRS-A

02

Fill in the required personal information such as name, address, and contact details

03

Provide detailed information about your income, assets, and any financial activities as requested

04

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Sign and date the form before submitting it to the appropriate authority

Who needs form crs - a?

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Individuals who meet the criteria set by the authorities for reporting financial accounts under the Common Reporting Standard (CRS) may need to fill out form CRS-A

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What is form crs - a?

Form CRS - A is a form that certain financial firms must provide to retail investors.

Who is required to file form crs - a?

Financial firms that provide services to retail investors are required to file Form CRS - A.

How to fill out form crs - a?

Form CRS - A must be filled out accurately and completely following the instructions provided by the SEC.

What is the purpose of form crs - a?

The purpose of Form CRS - A is to provide retail investors with important information about the services, fees, and conflicts of interest of the financial firm.

What information must be reported on form crs - a?

Form CRS - A must include information about the firm's services, fees, disciplinary history, conflicts of interest, and how to obtain additional information.

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