Privacy Policy2018-05-25T18:08:27+00:00

Privacy Policy

Last Updated: December 2017

FACTS

WHAT DOES SENSIBA SAN FILIPPO FINANCIAL ADVISERS, LLC DO WITH YOUR FINANCIAL 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 depends on the product or service you have with us.  This information can include:

  • Social Security number and income
  • Account balances and assets
  • Transaction history

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 reasons Sensiba San Filippo Financial Advisers, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Sensiba San Filippo Financial Advisers, LLC 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

Yes No
For joint marketing with other financial companies No Not Applicable
For our affiliates’ everyday business purposes –

information about your transactions and experiences

No Not applicable
For our affiliates’ everyday business purposes –

information about your creditworthiness

No Not Applicable
For our affiliates to market to you Yes Yes
For nonaffiliates to market to you No Not Applicable

To limit our sharing

Call 650-358-9000

Please note:

If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice.  When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

Questions?

Call 650-358-9000

WHO WE ARE

Who is providing this notice?

Sensiba San Filippo Financial Advisers, LLC

WHAT WE DO

How does Sensiba San Filippo Financial Advisers, LLC 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 building.

How does Sensiba San Filippo Financial Advisers, LLC collect my personal information?

We collect your personal information, for example, when you:

  • Open an account
  • Deposit money
  • Seek advice about your investments
  • Enter into an investment advisory contract
  • Tell us about your investment or retirement portfolio or earnings

We also collect your personal information from other companies.

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
  • sharing for nonaffiliates to market to you

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

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account – unless you tell us otherwise.

DEFINITIONS

Affiliates

Companies related by common ownership and control.  They can be financial and nonfinancial companies.

  • Sensiba San Filippo LLP

Nonaffiliates

Companies not related by common ownership and control.  They can be financial or nonfinancial companies.

  • We do not share with nonaffiliates so that they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or service to you.

  • We do not jointly market.