ADV Part 2B Brochure Supplement
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ADV Part 2B Brochure Supplement

2 months ago · 2 min read

SECTION

EXCLUSIVE

Part 2B of Form ADV requires advisers to prepare narrative brochures which contain information on the educational and business background of management and key advisory personnel of the adviser. The SEC permits, but does not require, advisers to list the professional designations held by such persons. SEC instructions require, however, that all professional designations listed must provide a sufficient explanation of the minimum qualifications required for the designation.

The descriptions provided below describe current requirements for the CPA and

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