PRIVACY POLICY Disclosures

WHAT DOES SNC WEALTH MANAGEMENT LLC DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. 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:

  • Social Security number or taxpayer identification number
  • Home address and email address
  • Assets, income, and financial information

When you are no longer our customer, we continue to share your information as described in this memorandum.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies canshare their customers personal information; whether or not we share your information; and whether you can limit this sharing.

Who We Are
Who is providing this notice? SNC Wealth Management LLC
25 Sullivan St.
Plainsboro, NJ 08536

Questions? Call (908) 510-3072
What We Do
How does SNC 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 secure files and buildings.
How does SNC collect my personal information? We collect your personal information, for example, when you:
  • Sign an agreement
  • Open an account
  • Invest or deposit or withdraw money
Why can't I limit all sharing? Federal law gives you the right to limit only:
  • Sharing for affiliates' everyday business purposes— information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.
Term Definition
Affiliates Companies related by common ownership or control. They can be financial and non-financial companies.
Non-affiliates Companies not related by common ownership or control. They can be financial and non-financial companies.
Joint marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you.
Do Not Call Policy
This notice is the Do Not Call Policy of the member companies of SNC under the Telephone Consumer Protection Act. We do not solicit via phone numbers listed on the state or federal Do Not Call lists, unless the law permits. Consumers who ask not to receive telephone solicitations from us will be placed on the Do Not Call list and will not be called in any future solicitations.
Other important information
Our relationship with you is one of our most vital assets. We recognize that you have entrusted us with your private financial information, and we will do our utmost to maintain this trust. From time to time, we may amend our privacy policy. You will receive appropriate notice when our privacy policy changes.

California residents: If you are a California resident and we share information with affiliates, or if we have entered into joint marketing agreements with non-affiliated financial companies, we have separately mailed you a California Privacy Notice. If you do not want us to share your information with such companies, please let us know by simply calling the telephone number provided or completing the reply form contained in the California Privacy Notice and mailing it to the address provided. If you are a new customer, we can begin sharing your information 45 days from the date we sent this notice.

Information Security Incidents: In the event of unauthorized access to sensitive personal information, we maintain procedures designed to respond to such incidents and, where required by law, to notify affected individuals.

Rev. 202603

Disclosures:

This material reflects the opinions of SNC Wealth Management LLC ("SNC"), may contain forward-looking statements, and is subject to change without notice. It is provided for informational purposes only and should not be considered investment, legal, or tax advice, or a recommendation to buy or sell any securities.

Investing involves risk, including the possible loss of principal. Nothing contained herein should be relied upon as a guarantee or assurance of future results. Services described may not be suitable for all clients and are subject to the terms of each client agreement.

SNC is a New Jersey state-registered investment adviser. Registration does not imply a certain level of skill or training and does not constitute an endorsement by any regulatory authority.

Nothing on this website creates an advisory relationship, which is established only by written agreement with SNC.

We maintain administrative, technical, and physical safeguards designed to protect client information in accordance with applicable federal standards.

If you are a California resident, you have additional rights under the California Consumer Privacy Act ("CCPA"), as amended by the California Privacy Rights Act ("CPRA"). Please refer to our CCPA Privacy Notice for more information.

Have a Question?

Our team is here to help you understand our disclosures and answer any questions you may have.
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