U.S. Consumer Privacy Notice




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;
  • Account balances;
  • Transaction history;
  • Account transactions; and
  • Wire transfer instructions


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 reason GPWA chooses to share; and whether you can limit this sharing.

Reasons we can share your personal informationDoes GPWA share?Can you limit this sharing?
For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureausYesNo
For our marketing purposes – to offer our products and services to youNoWe do not share
For joint marketing with other financial companiesNoWe do not share
For our affiliates’ everyday business purposes – Information about your transactions and experiencesYesNo
For our affiliates’ everyday business purposes- information about your credit worthinessNoWe do not share
For our affiliates to market to youNoWe do not share
For nonaffiliates to market to youNoWe do not share


Who is providing this notice? Gramercy Park Wealth Advisors, LLC. (GPWA)


How does GPWA 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.

GPWA has implemented numerous physical, electronic, and procedural safeguards to prevent the unauthorized sharing of information, including limiting sharingto necessary employees and encryption of sensitive transmission using SSL protection.

How does GPWA collect my personal information? We collect your personal information, for example, when you

  • Open an account;
  • Direct us to buy securities;
  • Direct us to sell your securities;
  • Give us your contact information; and
  • Pay us by check

Why can’t I limit all sharing? Federal law gives you the right to limit only

  • Sharing for affiliates’ everyday business purposes -information about your creditworthiness;
  • Affiliates from using your information to market to you; and
  • Sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.


Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.
•Our affiliates include GPWA LLC. is doing business as Gramercy Park Wealth Advisors, LLC,

Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.
•GPWA does not share with nonaffiliates so they can market to you.

Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
•GPWA does not jointly market. Questions? Call 615.269.5550 or go to www.GPWAfinancial.com.