Privacy Policy for Simon Quick Advisors, LLC
Facts | What Does Simon Quick Advisors, LLC (The "Advisor") Do With Your Personal Information? |
Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
What? | The types of personal information we collect and share depend on the product or service you have with us. This information can include:
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How? | All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons the Advisor chooses to share; and whether you can limit this. |
| Reasons we can share your personal information | Does the Advisor Share? | Can you limit this sharing? |
For our everyday business purposes - such as to process your transactions, maintain your accounts(s) or respond to court orders and legal investigations. | Yes | No |
For our marketing purposes - to offer our products and services to you. | No | We don’t share |
| For joint marketing with other financial companies. | No | We don’t share |
For our affiliates' everyday business purposes -information about your transactions and experiences. | Yes | No |
For our affiliates' everyday business purposes –information about your creditworthiness. | No | We don’t share |
| For nonaffiliates to market to you | No | We don’t share |
Electronic Messaging | We use electronic mail (“e-mail”) and SMS messaging to communicate with clients and prospective clients. All electronic messages are captured and retained for record-keeping and compliance purposes. Personal information such as your e-mail address, phone number and message history are collected to deliver and improve the messaging service. No information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with third parties. By providing an e-mail address and telephone number to us you consent to be contacted by electronic messaging. Message & data rates may apply. You can reply "STOP" to opt-out of further messaging. |
Questions? | Call Steve Pisano at 973-525-1000 |
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Who we are | |
| Who is providing this notice? | Simon Quick Advisors, LLC |
What we do | |
| How does the Advisor protect my personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. |
| How does the Advisor collect my personal information? | We collect your personal information, for example, when you
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| Why can't I limit all sharing? | Federal law gives you the right to limit only
State laws and individual companies may give you additional rights to limit sharing. |
Definitions | |
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include financial companies such as:
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| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies.
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| Joint Marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
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Other important information | |