This U.S. Consumer Notice is also called the Gramm-Leach-Bliley Privacy Notice and is bring provided voluntarily to the extent that any services we provide to you are covered under Federal Law. Because we provide a single version of our web sites to all users and have a single Privacy Policy, we make equal disclosures to all. All visitors and consumers should read our Privacy Policy and Terms of Use, Legal Notice and Disclaimers. 

Why?

Companies choose how they share your personal information. Under federal law, that means personally identifiable information. Federal law gives consumers the right to limit some but not all sharing. Federal law may require us to tell you how we collect, share, and protect your personal information. As such, we voluntarily provide this information to you so 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:

• Your telephone number and address
• assets and investment experience
• Social Security number and employment information
• account balances, transaction history and credit information 

How?

All companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons we can share personal information; the reasons we choose to share; and whether you can limit this sharing.

Do we share your personal information for this reason? YES

Can you limit this sharing of your personal information for this reason? NO

Do we share your personal information for this reason? YES

Can you limit this sharing of your personal information for this reason? YES

Do we share your personal information for this reason? YES

Can you limit this sharing of your personal information for this reason? YES

Do we share your personal information for this reason? YES

Can you limit this sharing of your personal information for this reason? NO

Do we share your personal information for this reason? YES

Can you limit this sharing of your personal information for this reason? NO

Write: Attention: Privacy Officer: The Independent Adviser Corporation, 482 W Main Street, Huntington, NY 11743

To Limited Direct Marketing: Visit us online: https://theadviser.com/privacy-policy/

Write: Attention: Privacy Officer: The Independent Adviser Corporation, 482 W Main Street, Huntington, NY 11743

To Limited Direct Marketing: Visit us online: https://theadviser.com/privacy-policy/

Write: Attention: Privacy Officer: The Independent Adviser Corporation, 482 W Main Street, Huntington, NY 11743

You can send us a message or limit sharing by completing this form.  

How does The Independent Adviser Corporation and affiliated Web sites protect my 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. As provided by our service providers, we use encryption in the transmittal of your sensitive personal information between and we use firewalls.

How who we collect my personal information?

We collect your personal information, for example, when you

• visit our websites, create an account, or ask us to connect you with a Fee-Only professional listed in the 1800ADVISER.COM directory
• sign up for our newsletters
• communicate with us on our websites

We also collect your personal information from public sources and others, such as business partners or other companies.

Why can’t I limit all sharing? 

Because some of the services we provide may constitute financial services subject to Federal law, such laws give you the right to limit only:

• sharing for affiliates’ everyday business purposes
• affiliates from using your information to market to you
• sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.

Affiliates – Companies related by common ownership or control. They can be financial and nonfinancial companies. 

• We currently do not have affiliates, but we reserve the right to share information as described in this notice.

Nonaffiliates – Companies not related by common ownership or control. They can be financial and nonfinancial companies. 

• Nonaffiliates with whom we share information may include Fee-Only professionals listed in our 1800Adviser.com directory.

Joint marketing – A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

• Our joint marketing partners may include Fee-Only professionals listed in our 1800Adviser.com directory. 

Nevada: If you are consumer with a Nevada mailing address, we are providing you this notice under state law. If you prefer not to receive marketing calls from us, you may be placed on our internal Do Not Call List by completing this Privacy Related Concern Form. You may also write us: Attention: Privacy Officer, The Independent Adviser Corporation, 482 W Main Street, Huntington, NY, 11743. If you wish to contact the Nevada Attorney General’s office, they can be reached at: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; telephone number: 1-702-486-3132;

Vermont: If you are consumer with a Vermont mailing address, we will not share information we collect about you with companies outside of our company our with our affiliated web sites, unless the law allows. For example, we may share information with your consent, to service your accounts or connect you to Fee-Only professionals in our 1800Adviser.com network. We may share information about our transactions or experiences with you within our corporate family without your consent.

CA: If you are a consumer with a California mailing address, we will not share information we collect about you with companies outside of our company or affiliated web site sites, unless the law allows. For example, we may share information with your consent or to service your accounts.

Do Not Call Policy. This notice is The Independent Adviser Corporation’s Do Not Call Policy under the Telephone Consumer Protection Act. We do not solicit via telephone numbers listed on the state or federal Do Not Call lists, unless the law allows including when you contact us requesting assistance and provide your number to us. Our employees receive training on how to document and process telephone marketing choices. Consumers who ask not to receive telephone solicitations from us will be placed on The Independent Adviser Corporation Do Not Call list and will not be called in future campaigns.

Call Monitoring and Recording. If you communicate with us by telephone, we may monitor or record the call.

How to Contact Us

If you have any question, issue or concerns, please contact us by completing this form.