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Item 1: Cover Page for Part 2A of Form ADV: Firm Brochure March 12, 2024Centricity Wealth Management, LLC 515 Executive Campus Drive, Suite 100 Westerville, OH 43082 www.centricitywealth.com Firm

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How to fill out cover page form adv

01

Step 1: Obtain a copy of the cover page form ADV from the Securities and Exchange Commission (SEC) or your investment advisor.

02

Step 2: Fill in the required information, including the name of the investment advisor, contact information, and registration numbers.

03

Step 3: Provide details about the investment advisor's business activities, including services offered and client types.

04

Step 4: Disclose any conflicts of interest or disciplinary history, if applicable.

05

Step 5: Sign and date the cover page form ADV before submitting it to the SEC or relevant regulatory authority.

Who needs cover page form adv?

01

Investment advisors registered with the SEC or state securities regulators need to fill out a cover page form ADV.

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What is cover page form adv?

The Cover Page Form ADV is a document that investment advisers are required to file with the Securities and Exchange Commission (SEC) or state regulators. It provides information about the adviser, including details about their business, services, and investment strategies.

Who is required to file cover page form adv?

Investment advisers who manage assets on behalf of clients and are registered with the SEC or state regulatory authorities must file the Cover Page Form ADV.

How to fill out cover page form adv?

To fill out the Cover Page Form ADV, investment advisers must provide accurate and detailed information about their business, including their structure, ownership, services offered, fees, and investment strategies. It can be completed electronically through the Investment Adviser Registration Depository (IARD).

What is the purpose of cover page form adv?

The purpose of the Cover Page Form ADV is to disclose critical information about investment advisers to regulatory authorities and clients, ensuring transparency and compliance with the law.

What information must be reported on cover page form adv?

The Cover Page Form ADV must include information such as the adviser's name, contact information, business structure, investment strategies, types of clients, fee structure, and any disciplinary history.

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