What does LVW Advisors, LLC (“LVW”) do with your personal information?
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.
The types of personal information we collect and share depend on the product or service you have with us.
This information can include:
- Social Security number and income
- Account balances and transaction history
- Investment experience and account transactions
When you are no longer our customer, we continue to share your information as described in this notice.
All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons LVW chooses to share; and whether you can limit this sharing.
Our policy about obtaining and disclosing non-public personal information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.
If you have questions, please call us at (585) 267-4900 or email us at firstname.lastname@example.org.