Why?
How?
WHAT DOES ADVANCED WEALTH MANAGEMENT LLC 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.
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
Total net worth
Account balances
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 Advanced Wealth Management chooses to share; and whether you can limit this sharing.
To limit our sharing
Questions?
Call (941) 451-8512
Visit us online at www. https://www.awmfl.com/tony-gomes/ or call (941) 451-8512
Mail the form below.
1990 Main Street, Suite 750
Sarasota, FL 34236
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.
Who we are
Who is providing this notice?
Advanced Wealth Management, LLC
What we do
How does Advanced Wealth Management protect my personal information?
How does Advanced Wealth Management collect my personal information?
Why can’t I limit all sharing?
What happens when I limit sharing for an account I hold jointly with someone else?
Affiliates
Nonaffiliates
Joint marketing
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 buildings.
We collect your personal information, for example, when you n open an account or deposit money
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.
Your choices will apply to everyone on your account.
Definitions
Companies related by common ownership or control. They can be financial and nonfinancial companies. n Advanced Wealth Management, LLC does not have any affiliates.
Companies not related by common ownership or control. They can be financial and nonfinancial companies. Non-Affiliated information is N/A to Advanced Wealth Management, LLC
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. n Joint marketing information is N/A to Advanced Wealth Management, LLC
Other important information
Advanced Wealth Management, LLC Privacy Notice is enclosed in this information.
Mail-in Form
If you have a joint account, your choice(s) will apply to everyone on your account unless you mark below.