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Seastrunk Financial Management, LLC and Fidelity Investments are independent companies and are not affiliated. There is no form of legal partnership, agency, affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Form ADV is a document that Registered Investment Advisers (RIAs) are required to file with either their state or with the SEC. It’s broken down into two parts.
ADV Part I includes:
ADV Part II includes (among other things):
There are two ways to get a copy of an RIA’s Form ADV:
If you look it up online, you can search by name of the firm or by name of the advisor.