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BROCHURE FORM ADV PART 2A Stadion Money Management, LLC 1061 Cliff Dawson Road Watkinsville, GA 30677 8002227636 www.stadionmoney.com This Brochure provides information about the qualifications and
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How to fill out brochure - form adv

How to fill out brochure - form adv
01
Gather all necessary information and materials needed to fill out the brochure - Form ADV.
02
Start by filling out the basic information section, including the name of the investment adviser and its contact information.
03
Provide details about the adviser's business, including services offered and any conflicts of interest.
04
Disclose information about the adviser's fees and compensation structure.
05
Include information about the adviser's disciplinary history, if applicable.
06
Review the completed brochure - Form ADV for accuracy and ensure all required fields are filled out.
07
Submit the completed brochure - Form ADV to the appropriate regulatory authorities.
Who needs brochure - form adv?
01
Investment advisers who are required to register with the Securities and Exchange Commission (SEC) or state securities regulators.
02
Investors who are seeking information about a particular investment adviser and want to learn more about their services, fees, and background.
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What is brochure - form adv?
Brochure - Form ADV is a document required by the SEC that investment advisers must provide to clients, detailing the services offered, fees, and potential conflicts of interest.
Who is required to file brochure - form adv?
All investment advisers who are registered with the SEC or state regulators are required to file Form ADV.
How to fill out brochure - form adv?
To fill out Form ADV, investment advisers must provide information about their business, including services offered, fee structures, and the background of key personnel, as well as any disciplinary history.
What is the purpose of brochure - form adv?
The purpose of Form ADV is to educate clients about the adviser's practices, help them understand the adviser’s background and qualifications, and facilitate informed decision-making.
What information must be reported on brochure - form adv?
The brochure must report information such as the adviser's business model, fees, investment strategies, risks, disciplinary history, and conflicts of interest.
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