Form ADV Part 2B, also known as the brochure supplement, provides clients with detailed background information about the specific advisory personnel working with them. This video explains what must be disclosed, who is covered, and how this form supports transparency in the advisory relationship.

You’ll learn:

• What the brochure supplement is and who it applies to

• Required disclosures, including education, business background, and disciplinary history

• When and how the form must be delivered to clients

• Key differences between Form ADV Part 2A and 2B

• Exam question patterns and what details to focus on

📘 Related Exams: Series 63, Series 65, Series 66
🧠 Skill Level: Beginner-to-Intermediate
📈 Topics Covered: Investment adviser regulation, disclosure requirements, Form ADV, brochure supplement rules