Privacy Policy

Privacy Policy

Information We Collect:

When you obtain services from Meritas Advisors, LLC we collect information such as name, address, social security number, telephone number, e-mail address, date of birth, income, employment, tax bracket and net worth.

How We Collect Information:

We collect nonpublic personal information about you from applications, statements and other forms received from you and from other oral and electronic communications such as e-mail. We may also receive information from consumer reporting agencies.

Who We Share the Information With:

We share your nonpublic personal information with third parties (such as third-party custodians, asset managers and issuers of securities) only when necessary in order to provide the services you seek from us or when permitted or required by law.

We do not sell information about current or former customers to anyone.

Protecting Your Information:

We restrict access to nonpublic personal information about you to those representatives and employees who need to know this information to provide products or services to you. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information.