Do I file everything online for the investment adviser registration?

Published 08/12/2009 12:30 PM   |    Updated 08/12/2009 12:30 PM
Do I file everything online for the investment adviser registration?

Yes, you file Part I and Part II of Form ADV online. Once you have completed that, you need to send us:

* Copies of any client agreements or contracts you intend to use

* Current balance sheet for the investment advisor

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