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Form ADV Part 2AWedgewood Partners, Inc. 9909 Clayton Road Saint Louis, MO 63124 Phone: 3145676407 Fax: 3145527015 www.wedgewoodpartners.comThis brochure provides information about the qualification

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How to fill out form adv part 2a

01

Review the instructions for Form ADV Part 2A provided by the SEC.

02

Gather all necessary information about the investment adviser firm, including background, services offered, fees, and disciplinary history.

03

Fill out each section of Form ADV Part 2A completely and accurately, providing all required information.

04

Submit the completed Form ADV Part 2A to the SEC electronically through the IARD system.

Who needs form adv part 2a?

01

Investment adviser firms registered with the SEC are required to fill out Form ADV Part 2A.

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What is form adv part 2a?

Form ADV Part 2A is a document that investment advisers must provide to clients, disclosing their business practices, fees, and conflicts of interest.

Who is required to file form adv part 2a?

Investment advisers who are registered with the SEC or state regulators are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

To fill out Form ADV Part 2A, advisers must provide information about their services, fees, disciplinary history, and business practices in a clear format, using the guidelines provided by the SEC.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients with important information about the adviser, helping them make informed decisions regarding their investment choices.

What information must be reported on form adv part 2a?

Form ADV Part 2A must report information about the adviser's services, fees, conflicts of interest, disciplinary history, and other relevant business practices.

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