Privacy Policy
This is an important notice from Cedar Wealth Management LLC (“Cedar Wealth Management”) about its Privacy Policy.
Facts
What does Cedar Wealth Management do with your personal 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 depend on the product or service you have with us. This information can include:
- Social Security number and assets
- Account balances and transactions
- Retirement assets and wire transfer instructions
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 Cedar Wealth Management chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
Does Cedar Wealth Management share?
Does Cedar Wealth Management share?
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
Yes
For joint marketing with other financial companies
No
Do Not Share
For our affiliates' everyday business purposes — information about your transactions and experiences
Yes
No
For our affiliates' everyday business purposes — information about your credit worthiness
No
Do Not Share
For our affiliates to market to you
No
Do Not Share
For non-affiliates to market to you
No
Do Not Share
To limit our sharing
Call 415-230-2757
Please note: If you are a new customer, we can begin sharing your information 10 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?
Contact us at 415-230-2757
Who we are
Who is providing this notice?
Cedar Wealth Management.
What we do
How does Cedar Wealth Management 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 offices.
How does Cedar Wealth Management collect my personal information?
We collect your personal information, for example, when you
- Enter an investment advisory contract
- Make a wire transfer or direct us to buy or sell your securities
- Seek advice about your investments or seek financial or tax advice
We also collect your personal information from others, such as credit bureaus, affiliates or 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 credit worthiness
- 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.
Why can't I limit all sharing?
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply only to you — unless you tell us otherwise
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Currently Cedar Wealth Management has no affiliates.
Non-affiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Non affiliates we share with can include accountants, attorneys, banks, brokers, custodians, service providers, and other financial advisors and institutions.
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- Cedar Wealth Management does not jointly market.