1000 Woodbury Rd., Suite 404 Woodbury, NY 11797
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FACTS
WHAT DOES VENEROSO WEALTH MANAGEMENT, INC. 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:
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Social Security number, tax identification number, and employee identification number
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Account balances, income, and total net worth
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 we choose to share; and whether you can limit this sharing.
Reasons we can share your personal information | Do we share? | Can you limit this sharing? |
|---|---|---|
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 | No | N/A |
For joint marketing with other financial companies | No | N/A |
For our affiliates’ everyday business purposes— information about your transactions and experiences | No | N/A |
For our affiliates’ everyday business purposes— information about your creditworthiness | No | N/A |
For our affiliates to market to you | No | N/A |
For non-affiliates to market to you | No | N/A |
To Limit
Our Sharing
Complete the Form Below
Please note: If you are a new customer, we can begin sharing your information from the date you receive 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?
Who We Are
Veneroso Wealth Management, INC.
What We Do
What happens when you limit sharing for a jointly owned account? | Your choices will apply to everyone on your account—unless you tell us otherwise. |
Why can’t you limit all sharing? | Federal law gives you the right to limit only
State laws and individual companies may give you additional rights to limit sharing. |
How do we collect your personal information? | We collect your personal information, for example, when you
|
How do we protect your 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 buildings. |
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and non-financial companies.
Non-affiliates
Companies not related by common ownership or control. They can be financial and non-financial companies.
Joint marketing
A formal agreement between non-affiliated financial companies that together market financial products or services to you.