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This document is a regulatory filing for investment advisers, specifically Form ADV, which is used for investment adviser registration and reporting by exempt reporting advisers. It includes detailed identifying information about Fairway Wealth Management LLC, its business practices, employees, clients, and financial information relevant to its operation as an investment adviser.
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What is form adv?
Form ADV is a registration form used by investment advisers to register with the Securities and Exchange Commission (SEC) and state regulators. It provides detailed information about the adviser’s business, including services offered, fees, and the adviser’s background.
Who is required to file form adv?
Investment advisers who manage client assets or provide investment advice for compensation are required to file Form ADV to register with the SEC or state authorities.
How to fill out form adv?
Form ADV can be filled out by providing required details about the adviser’s business, ownership structure, services offered, fees, and disclosures regarding any disciplinary actions. It includes both Part 1 and Part 2, with Part 2 containing a narrative brochure for clients.
What is the purpose of form adv?
The purpose of Form ADV is to ensure transparency and provide important information about investment advisers to clients and regulators, helping them make informed decisions.
What information must be reported on form adv?
Form ADV requires reporting information such as the adviser’s business structure, ownership, types of services offered, fees and compensation, client relationships, and any disciplinary history.
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