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Policy Effective Date: January 01, 2017Crystal Brook Advisors is a Registered Investment Advisor in the State of New York and respects all clients and prospective clients (collectively termed "customers"), both past and present.
We collect personal information about customers from the following sources:
Our firm does not disclose nonpublic personal information about our customers to anyone, except in the following circumstances:
Policy Effective Date: December 02, 2014
Documentation of Email electronic and Telephone communications - Email electronic communications will be documented and archive through our compliance and secure network. Crystal Brook Advisors employees, advisor or agents may monitor telephone calls for compliance, customer service and training purposes.
Investment Protection - Your investments are held at Custodian, Wells Fargo Clearing Services LLC. Wells Fargo Clearning Services LLC is a member of SIPC www.sipc.com . Investments may also be held at third party companies, e.g. direct mutual funds, transfer agents, insurance companies. Crystal Brook Advisor is not liable or responsible for the content, services, products, client/investor investment performance of third-party companies.
Trademark/Copy right Intellectual Property - You the "Visitor, Client or Investor" agree not violate, recreate, distribute, logo, website content, marketing materials online via internet, social media or off-line, mailing, solicitation or solicitors, newsletters, blogs or any and all communications online via internet or off line communication channels including all and any social media communication platforms of Crystal Brook Advisor trademark or copyright.
Client/Investor Confidentiality of Personal Data - Crystal Brook Advisors respects the confidentiality of client and investor data. Crystal Brook Advisors do not share or resell client/investor information.
Website Links - Links on Crystal Brook Advisors website may take you to our Custodian (Wells Fargo Clearing Services LLC) which will have their own Terms and Conditions. Crystal Brook Advisors assumes no responsibility or liability for the service or content on the Custodian and Broker Dealer websites or their associated partner or third-party websites which includes but not limited to any malicious activity, viruses, website crashes, servers, or content on their respective websites.
Investor Brochure - Crystal Brook Advisor Investor Brochure is available at: www.finra.org
Social Media, Newsletters and Blogs, Videos - Crystal Brook Advisor will distribute general information about financial planning and investment management from employee staff members online via internet or off-line - publications, news channels, magazines, seminars. Crystal Brook Advisors may utilize third party newsletters, bloggers, videos which are not affiliated with Crystal Brook Advisors. We are not liable or responsible for the third party newsletters, blogger, video content or accuracy unless otherwise endorsed or paid for content.Contact us: Crystal Brook Advisors P.O. Box 390 Mt. Sinai, New York 11766 firstname.lastname@example.org