What does StrategIQ Financial Group do with your personal information?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
Form ADV (Part 3 & Part 2A)
FORM ADV IS THE GENERIC NAME OF SEVERAL DISCLOSURES THAT THE SECURITIES AND EXCHANGE COMMISSION (SEC) AND STATE SECURITIES AUTHORITIES REQUIRE INVESTMENT ADVISERS TO PRODUCE. OUR FORM CRS (RELATIONSHIP SUMMARY) AND OUR FORM ADV PART 2A (BROCHURE) CAN BE ACCESSED BELOW.