Privacy Policy

Effective Date: April 1, 2024

AdvisorDefense, LLC is committed to safeguarding the confidentiality of personal information provided by its clients and prospective clients. As part of this commitment, we have adopted this Privacy Policy concerning the collection, use, and disclosure of nonpublic personal information.

1. Personal Information We Collect

As we work together, you may share personal and confidential business information with us, including:

Contact information (name, email, phone number, address).
Information regarding your firm and business needs.
Proprietary business information and technology infrastructure details.
Communication preferences and consent records.

2. How Personal Information is Used

We use the information collected for the following purposes:

Providing you with professional cybersecurity and compliance services.
Servicing and managing your account.
Enhancing our procedures and implementing security measures.
Fighting fraud and fulfilling legal or regulatory requirements.

3. Who Personal Information is Shared With

We do not sell your personal information to anyone, for any reason. We may share information with:

Affiliates: We share information with our affiliate, AdvisorAssist, LLC, to provide integrated compliance and cybersecurity solutions.
Service Providers: We use third-party businesses (e.g., technology providers, research firms) to effectively service your account. These parties are required to protect your data.
Legal Requirements: We may disclose information to government agencies or self-regulatory organizations to fulfill regulatory mandates.

SMS Compliance Statement

SMS consent and phone numbers are not shared with third parties or affiliates for marketing purposes. AdvisorDefense does not share SMS consent with any third party.

4. Protecting Your Information

AdvisorDefense maintains physical, electronic, and procedural safeguards to protect your nonpublic personal information. We only share information as necessary to fulfill your requested services.

5. SMS Terms of Service

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from AdvisorDefense, LLC.

What to Expect:

You can expect to receive messages regarding cybersecurity alerts, appointment reminders, account notifications, and direct professional communications regarding our services. Messaging frequency may vary.

Cost and Support:

Message and data rates may apply. For assistance, text HELP to our number or visit https://www.advisordefense.com/.

How to Opt-Out:

To opt out of receiving SMS messages at any time, text STOP to any message you receive from us. After texting STOP, you will receive one final confirmation message and will no longer receive SMS communications from AdvisorDefense.

Visit https://www.advisordefense.com/privacy-policy.html for our full Privacy Policy.

6. Contact Us

If you have any questions regarding this Privacy Policy or wish to opt-out of promotional communications, please contact us at [email protected].

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