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Personal Financial Information Privacy Notice

Green & Seifter Investment Advisers, LLC is committed to protecting the confidentiality of our clients' personal financial information. We consider client confidentiality to be a professional obligation of the utmost importance. This notice describes our policies regarding your personal financial information.

We collect non-public personal information in order to accurately identify you, to protect and administer your accounts and records, to provide services to you, and to comply with certain laws and regulations. We may obtain non-public personal information about you from information we receive in the course of providing services to you and from information about your advisory account transactions and balances, and your financial planning transactions, with us, our affiliates, and others.

We will not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law. For example, the law permits disclosure to our affiliates (for compliance purposes and, where applicable, to provide or support our affiliates' legal or accounting services you have authorized) and to third parties, such as securities broker/dealers, in connection with our services to you.

We restrict access to your personal and account information to those employees who need to know that information to provide services to you. We also maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information. If you decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.

If you have questions about our privacy policy, or would like additional copies of this notice, please contact us.

Additionally, we are required to offer annually a written disclosure statement to each advisory client under SEC Rule 204-3 of the Investment Advisers Act of 1940. If you would like a copy of this statement, which consists of a copy of Part II of Form ADV (our SEC registration form), please email info@GreenSeifterInvest.com or call 315.422.1391.

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(315) 422-1391  Main Reception

(315) 422-0829  Main Fax Number

One Lincoln Center  •  Suite 900
110 West Fayette Street
Syracuse, NY  13202

info@GreenSeifterInvest.com

 

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Privacy Notice