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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BUCK WEALTH STRATEGIES, LLCCRD Number: 322138OtherThanAnnual Amendment

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Start by reading the instructions provided with the form CRS A summary.

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Fill in your personal details accurately in the designated fields.

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Individuals or entities who are required to report their financial information to tax authorities for regulatory purposes may need to fill out form CRS A summary.

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What is form crs a summary?

Form CRS (Customer Relationship Summary) is a document that provides retail investors with information about the relationships and services offered by a broker-dealer or investment adviser.

Who is required to file form crs a summary?

Broker-dealers and investment advisers registered with the SEC are required to file Form CRS.

How to fill out form crs a summary?

Form CRS can be filled out by providing accurate and relevant information about the firm's relationships with retail investors, services offered, fees, conflicts of interest, disciplinary information, and more.

What is the purpose of form crs a summary?

The purpose of Form CRS is to improve transparency and facilitate investor understanding of the services and relationships offered by a broker-dealer or investment adviser.

What information must be reported on form crs a summary?

Form CRS must include information about the firm's legal status, services offered, fees and costs, conflicts of interest, disciplinary history, and key questions for investors to consider.

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