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This document is a registration form filed by ROSS WEALTH ADVISORS, LLC, detailing the firm\'s identifying information, regulatory assets under management, advisory services provided, and compliance with legal requirements for investment advisers. It includes various sections on employee numbers, client assets, and compensation methods, ensuring transparency and adherence to financial regulations.
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What is form adv?
Form ADV is a registration form used by investment advisers to register with the SEC and/or state regulators. It provides information about the adviser's business practices, fees, and any disciplinary history.
Who is required to file form adv?
Investment advisers who manage client assets and provide investment advice for a fee are required to file Form ADV.
How to fill out form adv?
Form ADV must be filled out electronically through the Investment Adviser Registration Depository (IARD) system. Advisers need to provide detailed information about their business, services, ownership, clients, and fees.
What is the purpose of form adv?
The purpose of Form ADV is to provide transparency and protect investors by requiring investment advisers to disclose essential information about their business practices, conflicts of interest, and financial health.
What information must be reported on form adv?
Form ADV requires information about the adviser's business structure, ownership, disciplinary events, services offered, fees charged, and investment strategies.
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