Privacy Policy Disclosure Document
Constellation Wealth Advisors, LLC's primary client goal is to protect your privacy.To conduct regular business, we may collect nonpublic personal information from sources such as:
- Information reported by you on applications or other forms you provide to us
- Information about your transactions with us, our affiliates, or others
- Information we receive as part of a consumer report
As
the Firm shares nonpublic information solely to service our client
accounts, we do not disclose any nonpublic personal information about
our customers or former customers to anyone, except as permitted by law.
To provide the utmost in service, we may disclose the information below
regarding customers and/or former customers, as necessary, to companies
to perform certain services on our behalf or to other financial
institutions with whom we have joint marketing agreements, or as
required by law.
- Information the firm receives from clients on applications (name, social security number, address, assets, etc.)
- Information about client transactions with our firm or others (account information, payment history, parties to transactions, etc.)
- Information our firm receives from a credit reporting agencyFinancial service providers such as mortgage brokers, insurance companies, or broker dealers
Information Safeguarding
Constellation Wealth Advisors, LLC will internally safeguard your
nonpublic personal information by restricting access to only those
employees who provide products or services to you or those who need
access to your information to service your account. In addition, we
will maintain physical, electronic and procedural safeguards that meet
federal and/or state standards to guard your nonpublic personal
information.
To review the Constellation Business Continuity Plan Summary click here.