FACTS
WHAT DOES EXCELSIOR ADVISOR NETWORK 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 depends on the product or service you have with
us. This information can include, but is not limited to:
• Social Security number and income;
• Assets and transaction history; and
• Investment experience and risk tolerance.
When you are no longer our client, we continue to share your information as described in this notice.
How?
All financial companies need to share clients’ personal information to run their everyday business. In the
section below, we list the reasons financial companies can share their clients’ personal information; the
reasons Excelsior Advisor Network chooses to share and whether you can limit this sharing.
