Privacy

GRAMM-LEACH-BLILEY ACT (GLBA) PRIVACY NOTICE

Download GLBA Privacy Notice (PDF)

 

PRIVACY POLICY

GENERAL INFORMATION

Sequoia Financial Advisors, LLC (“SFA”) has created this Privacy Policy to apply to clients (current and former) and all users and of this website, and all mobile applications and digital assets offered by us (collectively, our “Services”).

“Non- Public Personal information” is information received by SFA that identifies you or your accounts.
This Privacy Policy describes the types of information we collect, how we use it, and your rights concerning your Personal Information (defined below).

This Privacy Policy is for use and for persons in the United States only.

CONSENT

This Privacy Policy is integrated into our Terms & Conditions of Use (“Terms & Conditions”). By using our Services and providing us with Personal Information, you agree to the practices described in this Privacy Policy and to the updates posted here from time to time. If you withdraw consent, you agree that despite withdrawal, SFA may continue to use your Personal Information previously provided to use to the extent that we are legally or contractually obligated to do so and the to the extent necessary to enforce any contractual obligations you may have to us. You also understand that by withdrawing consent we may no longer be able to provide you with Services previously available with consent.

If you consented to receiving email communication from SFA, you will continue to do so unless you unsubscribe. You may choose to opt out of or unsubscribe from receiving future marketing email messages from us. Each marketing email sent from us contains a link with instructions on how to remove yourself from our email list.

PERSONAL INFORMATION

In this Privacy Policy, when we use the term “Personal Information,” and except where a different definition is noted, we mean information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked with you, directly or indirectly, with a particular consumer as defined under the applicable laws and regulations.

For more information and to view our privacy policy in its entirety, click here.