Privacy Policy
Client Information And Privacy Policy Financial companies choose how they share your personal information. Federal law gives our clients the right to limit some but not all sharing. Federal law also requires Starrlight Advisory Solutions, LLC (“Starrlight”, “us”, or “we”) to tell you how we collect, share, and protect your personal information. Please read this policy (“Privacy Notice”) carefully to understand what we do. We do not disclose nonpublic personal information about our clients or former clients to third parties other than as described below.
Personal Information We Collect
We collect personal information about you in connection with our providing advisory services to you. This information includes your name, address, and social security number and may include other information such as your:
- Assets
- Investment experience
- Transaction history
- Income
- Clients
- Wire transfer instructions
How We Collect This Information
We collect this information from you through various means. For example, when you give us your contact information, enter into a services contract with us, tell us where to send money, or make a wire transfer. We also may collect your personal information from other sources, such as our affiliates or other nonaffiliated companies. Only employees with a valid business reason have access to your personal information. We train our employees on safeguarding your confidential information as well as provide data security awareness training.
How We Use This Information
All financial companies need to share customers’ personal information to run their everyday business and we use the personal information we collect from you for oureveryday business purposes. These purposes may include for example:
- To provide advisory services to you
- To open an account for you
- To process a transaction for your account
- To market services to you
- To respond to court orders and legal investigations
Disclosure To Others
We may provide your personal information to our affiliates and to firms that assist us in servicing your account and have a need for such information, such as a broker, fund administrator, auditor, tax advisor, and legal counsel. We require third-party service providers to protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them. These sharing practices are consistent with U.S. federal privacy, certain state privacy and related laws, and in general, you may not limit our use of your personal information for these purposes under such laws. We note that the U.S. federal privacy laws only give you the right to limit the certain types of informationsharing that we do not engage in (e.g., sharing with our affiliates certain information relating to your transaction history or creditworthiness for their use in marketing to you, or sharing any personal information with nonaffiliates for them to market to you).
How We Protect Your Personal Information
To protect your personal information from unauthorized access and use, we use security measures that comply with U.S. federal law. We restrict access to nonpublic personal information to our employees who need to know such information in order to provide services to you. All Starrlight files containing personal information are through reasonable restrictions to accessing physical andelectronic records.
Who Is Providing This Privacy Notice
Starrlight Advisory Solutions, LLC.
Who To Contact With Questions
If you have any questions about this Privacy Notice, contact us through our
Website at www.starrlightadv.com.