Common Contracts

2 similar Investment Advisory Agreement contracts

INVESTMENT ADVISORY AGREEMENT (PART 1 OF 2)
Investment Advisory Agreement • March 6th, 2024

The Investment Advisory Agreement Part 1 and Part 2 (“Agreement”) is entered into by the client(s) (“Client”) identified on the signature page on the Investment Advisory Agreement Part 2 and Rinaldi Wealth Management (“Advisor”), a Registered Investment Advisor (“RIA”), registered with the Securities and Exchange Commission (“SEC”). The effective date of the Agreement is the date of the last signature on the Investment Advisory Agreement Part 2. All parties agree to the following terms and conditions:

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INVESTMENT ADVISORY AGREEMENT (PART 1 OF 2)
Investment Advisory Agreement • August 18th, 2022 • Florida

The Investment Advisory Agreement Part 1 and Part 2 (“Agreement”) is entered into by the client(s) (“Client”) identified on the signature page on the Investment Advisory Agreement Part 2 and Rinaldi Wealth Management (“Advisor”), a Registered Investment Advisor (“RIA”), registered with the Securities and Exchange Commission (“SEC”). The effective date of the Agreement is the date of the last signature on the Investment Advisory Agreement Part 2. All parties agree to the following terms and conditions:

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