U.S. Consumer Privacy Notice
FACTS | WHAT DOES Gramercy Park Wealth Advisors, LLC. (GPWA) 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 reason GPWA chooses to share; and whether you can limit this sharing. |
| Reasons we can share your personal information | Does 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 bureaus | Yes | No |
| For our marketing purposes – to offer our products and services to you | No | We do not share |
| For joint marketing with other financial companies | No | We do not share |
| For our affiliates’ everyday business purposes – Information about your transactions and experiences | Yes | No |
| For our affiliates’ everyday business purposes- information about your credit worthiness | No | We do not share |
| For our affiliates to market to you | No | We do not share |
| For nonaffiliates to market to you | No | We do not share |
WHO WE ARE
Who is providing this notice? Gramercy Park Wealth Advisors, LLC. (GPWA)
WHAT WE DO
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.
DEFINITIONS
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.