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020: The Even More Mysterious Form ADV
Manage episode 328067992 series 3294668
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Last week we tackled the Form CRS. Now let me introduce you to its friend, the Form ADV. You may have recently received a Form ADV from your investment adviser or a potential wealth manager that you know you should read over. Allow me to help! This form can be long, boring, and overwhelming. I will explain exactly what you should look for in the form including the 3 quick things to review if you have been with your adviser for a while and 3 more things to review if you are considering a new adviser.
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
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