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Privacy Policy

We, firmly believe in protecting the confidentiality and security of information we collect about our clients. We restrict access to non-public personal information about our clients and employ physical, electronic and procedural safeguards to comply with federal regulations to guard your personal information.

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.

We may disclose certain personal information we collect to Coordinated Capital Securities through their registered representative, Richard L. Vitraelli. However, we will first secure your permission in writing before the information is released to the affiliate. We will not disclose non-public personal information about any client to non-qualified third parties unless express permission is granted in writing.


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