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Complete the FORM ADV for investment adviser registration with accurate information about LAZARUS FINANCIAL PLANNING, including key business operations.

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How to fill out form adv

01

Obtain a copy of Form ADV from the Securities and Exchange Commission (SEC) website.

02

Fill out Part 1 of Form ADV, which includes information about the investment adviser's business, ownership, and other basic information.

03

Fill out Part 2 of Form ADV, which requires the investment adviser to provide information about the firm's services, fees, and any conflicts of interest.

04

Submit the completed Form ADV to the SEC electronically through the Investment Adviser Registration Depository (IARD) system.

Who needs form adv?

01

Investment advisers registered with the SEC or state securities regulators need to fill out Form ADV.

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What is form adv?

Form ADV is a registration form used by investment advisers to register with the SEC and state regulators. It provides essential information about the adviser's business, services, and fees.

Who is required to file form adv?

Investment advisers who manage more than $25 million in assets or are advising a registered investment company are required to file Form ADV.

How to fill out form adv?

Form ADV is filled out in two parts. Part 1 requires information about the adviser's business and ownership, while Part 2 requires a narrative brochure detailing services, fees, and risks.

What is the purpose of form adv?

The purpose of Form ADV is to provide transparency to clients and regulators regarding the investment adviser's business practices, financial conditions, and any potential conflicts of interest.

What information must be reported on form adv?

Form ADV requires reporting information such as the adviser's registration status, business structure, ownership, services offered, fees, and any disciplinary history.

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