Sachem Rock Wealth Management (“Sachem Rock”) is required under the Gramm, Leach, Bliley Act (“GLB Act”), to safeguard any nonpublic personal information that we receive from our customers.
The categories of nonpublic personal information covered by this Policy include information received from you, our client; information that we receive from your transactions with a financial institution or its affiliates, information received from nonaffiliated third parties about your transactions with those parties and information that we receive from a consumer reporting agency.
The non-public personal information that you provided to your custodian institutions, such as your name, address, social security number, is accessible to Sachem Rock. Any additional nonpublic personal information that you provided Sachem Rock that is not held available at your custodian institution will not be disclosed to it or any third party.
The custodians or other financial institutions that Sachem Rock uses to execute trades do not receive or retain any non-public personal information about you. Therefore, Sachem Rock does not disclose any non-public personal information to non-affiliated third parties about current or former clients, other than in cases where permitted by law (as referred to in sections 313.14 and 313.15 of the GLB Act), even though Sachem Rock reserves its right to do so.
Sachem Rock will never disclose and is prohibited by law from disclosing non-public personal information to non-affiliated third parties for use of marketing.
For additional questions about this policy, do not hesitate to give us a call at 857-488-0508.