Privacy
Privacy Statement
Greenmoor Financial Group, LLC has a strict policy of protecting the confidentiality and security of information we collectabout our clients. We do not share information about you outside of Greenmoor Financial Group, LLC without your expressed consent except as described.
In establishing an account with Greenmoor, it is necessary that you provide the firm with certain personal information necessary to ensure that your account is managed consistent with your investment objectives and personal financial goals. This information will generally be derived from the following sources:
- Information we receive from you on the New Account Form or other forms, and
- Information about your securities transactions with the firm or advisors that may be providing financial services to you
It is the policy of Greenmoor that we do not disclose any non-public personal information about you to anyone except as required by law or court order. Information is shared with third party service providers only as necessary to settle transactions in your account.
If you decide to close your account(s) with Greenmoor, or become an inactive customer, Greenmoor will adhere to the privacy policies and practices as described in this notice.
Greenmoor restricts access to your personal and account information to those employees who need to know that information to provide service to you. The firm maintains physical, electronic and procedural safeguards to guard tour non-public personal information.
