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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: STASH INVEST CRD Number: 226550Annual Amendment All Sections Rev. 10/20213/28/2024
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Gather all necessary documentation including identification, social security number, and banking information
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Fill out the required information including your personal details, investment goals, and risk tolerance
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Individuals looking to invest in a diverse range of assets without the need for a large initial investment
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People who are interested in starting a long-term investment strategy but may not have the expertise or time to manage it themselves
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Stash Investments LLC is a financial technology company that offers investment and personal finance services, providing users with the tools to invest in stocks and ETFs.
Individuals and entities that engage in investment activities through Stash Investments LLC are required to file, including users who open investment accounts and report their earnings.
To fill out Stash Investments LLC forms, users must provide personal identification information, financial details related to investments, and submit any relevant tax documentation.
The purpose of Stash Investments LLC is to provide a platform for individuals to manage investments and personal finance effectively, democratizing access to the stock market.
Information that must be reported includes income from investments, capital gains, losses, and any contributions to investment accounts.
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