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.