Modern Money Advisor LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Modern Money Advisor LLC will provide the privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.
Why We Collect Your Information
We gather information about you so that we can:
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm.
Otherwise, Modern Money Advisor LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
Arrangements with companies not affiliated with Modern Money Advisor LLC will be subject to confidentiality agreements.
How We Protect Your Personal Information
Privacy has always been important to Modern Money Advisor LLC. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.
If you have any questions regarding this privacy notice, you may contact us by calling (305) 859-5527.
Last Updated: January 25, 2018