This video walks through a real-world example of Form ADV Part 2A, the primary brochure investment advisers must deliver to clients. You’ll see how firms disclose important details about their services, fees, conflicts, and investment philosophy—all through the lens of an actual document.

You’ll learn:

• How to navigate a real Form ADV Part 2A brochure

• Where to find details on advisory services, fee structures, and disciplinary history

• How conflicts of interest and methods of analysis are disclosed

• The relationship between regulatory requirements and actual firm practices

• What key sections to focus on when answering exam questions

📘 Related Exams: Series 63, Series 65, Series 66
🧠 Skill Level: Intermediate
📈 Topics Covered: Form ADV Part 2A, adviser disclosure rules, real-world compliance, brochure content analysis