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FO RM ADV PART 2 A DISCLOSURE BROCHURE(Highland Investment Advisors LLC DBA Whitman Wealth Management)Main Office Address: 466 Town Plaza Ave, Suite 330 Ponte Vedra, FL 32081 WI Address: 3960 Hillside
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How to fill out disclosure brochure form adv
How to fill out disclosure brochure form adv
01
Gather all relevant information and documentation required for the disclosure brochure form adv
02
Ensure you have all the necessary details about your business, including key personnel, services offered, fees charged, and any disciplinary history
03
Complete all sections of the form accurately and honestly, providing full disclosure of all relevant information
04
Review the form for any errors or omissions before submitting it for approval
05
Submit the completed form to the appropriate regulatory body or authority for review and approval
Who needs disclosure brochure form adv?
01
Investment advisors and firms who are registered with the Securities and Exchange Commission (SEC) or state securities authorities
02
Financial professionals who offer investment advisory services to clients
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What is disclosure brochure form adv?
The Form ADV is a required filing for investment advisers that provides information about the adviser’s business, services, fees, and any disciplinary history.
Who is required to file disclosure brochure form adv?
Investment advisers who are registered with the SEC or state regulators must file Form ADV.
How to fill out disclosure brochure form adv?
To fill out Form ADV, advisers must provide detailed information about their firm, including ownership, business practices, fees, and conflicts of interest. The form consists of multiple sections including Part 1 and Part 2.
What is the purpose of disclosure brochure form adv?
The purpose of Form ADV is to inform clients about the investment adviser’s services, fees, and any potential conflicts of interest, fostering transparency and informed decision-making.
What information must be reported on disclosure brochure form adv?
Form ADV requires disclosure of the adviser's business structure, services offered, fee arrangements, and any disciplinary history involving the firm or its employees.
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