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Comprehensive guide for York Wealth Management, LLC\'s investment adviser registration, including business information, compliance, and advisory activities.

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What is form adv?

Form ADV is a regulatory document that investment advisers must file with the Securities and Exchange Commission (SEC) and/or state regulators. It contains information about an adviser's business, services, fees, and disciplinary history.

Who is required to file form adv?

Investment advisers who are registered with the SEC or state regulators are required to file Form ADV. This includes both large firms and smaller advisers that manage client assets.

How to fill out form adv?

To fill out Form ADV, an investment adviser must gather necessary information about their business operations, client relationships, and compensation structures. The form is typically completed using the online system provided by the SEC or state regulators.

What is the purpose of form adv?

The purpose of Form ADV is to provide essential information to clients and prospective clients about the investment adviser, enabling them to make informed decisions regarding their investment choices.

What information must be reported on form adv?

Form ADV requires reporting information about the adviser's business, ownership structure, services offered, fees charged, client base, and any disciplinary history or conflicts of interest.

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