We hope you will take a moment to review our policy as explained in the Privacy Statement below.
We may collect nonpublic personal information about you from any of the following sources:
*Information provided by you on applications or other related forms (examples include name, address, Social Security number, and date of birth)
*Information arising from your investments in your accounts (examples include trading history and balances)
*Information gathered from discussions with our staff
Feldman, Ingardona & Co. does not disclose any nonpublic personal information about you, unless you have specifically authorized us to do so or if law requires it. We do disclose provided information, as described above, to National Financial Services, LLC in connection with its services in maintaining your account(s) and clearing transactions.
We limit the access to the information we have about you to those who need to know that information in order to perform with the advisory services that we have agreed to provide to you. We maintain physical, electronic, and procedural safeguards in keeping with both.