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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