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Revere Securities LLC / Revere Wealth Management LLC Form CRS Relationship Summary Last Updated: March 29, 2024 ITEM 1: Introduction: Revere Securities LLC is registered with the Securities and Exchange
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What is form adv part 3?
Form ADV Part 3 is a regulatory form that investment advisers use to provide information about their services, fees, and any disciplinary history to clients in a clear and concise manner.
Who is required to file form adv part 3?
All registered investment advisers that are required to file Form ADV must include Part 3, which is specifically aimed at providing informational disclosures to retail clients.
How to fill out form adv part 3?
To fill out Form ADV Part 3, advisers need to provide details on their advisory services, fee structure, account minimums, conflicts of interest, and information on how clients can reach the firm with questions or concerns.
What is the purpose of form adv part 3?
The purpose of Form ADV Part 3 is to enhance transparency and help retail investors make informed decisions by clearly outlining the adviser's services, fees, and any potential conflicts of interest.
What information must be reported on form adv part 3?
Form ADV Part 3 requires reporting information such as the types of advisory services offered, fee structures, disciplinary information, and information on how clients can contact the adviser.
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