Effective date: July 29, 2026
Advisor Synergies LLC respects the privacy of visitors to this website. This Privacy Policy explains the types of information we may collect, how we use it, and the choices available to you.
Information you provide
We may collect information that you voluntarily submit through a website form or other communication, including your name, email address, telephone number, firm or channel, professional background, and the subject of your inquiry.
Website and technical information
We may receive limited technical information such as browser type, device type, pages visited, referring source, approximate location, and security or performance data. This information may be collected through hosting logs, analytics tools, cookies, or similar technologies used to operate and improve the website.
How information may be used
Information may be used to respond to inquiries, provide requested educational materials, schedule conversations, maintain website security, improve content and user experience, keep appropriate business records, and satisfy legal or regulatory obligations.
Confidential and client information
Do not submit client names, account numbers, nonpublic personal information, confidential employer information, proprietary documents, or other sensitive materials through this website. Submitting a form does not create an advisory, consulting, recruiting, or other professional relationship.
Service providers
We may use service providers for website hosting, email, scheduling, analytics, form processing, data security, and related business functions. These providers may process information only as necessary to perform services on our behalf and subject to their own privacy and security practices.
Sharing of information
Advisor Synergies LLC does not sell personal information. Information may be shared with service providers, affiliated professionals involved in responding to an inquiry, or governmental and regulatory authorities when required by law, regulation, legal process, or a valid supervisory request.
Data retention and security
Information may be retained for as long as reasonably necessary for the purposes described in this policy, including applicable legal, regulatory, recordkeeping, and business requirements. Reasonable administrative and technical safeguards are used, but no internet transmission or storage system can be guaranteed to be completely secure.
Your choices
You may decline to provide information through the website. You may also request that Advisor Synergies LLC correct or delete information you previously submitted, subject to legal, regulatory, supervisory, and recordkeeping obligations, by using the website contact page.
External links
This website may link to third-party websites, including FINRA BrokerCheck. Advisor Synergies LLC is not responsible for the privacy, security, or content practices of third-party websites.
Updates to this policy
This Privacy Policy may be updated periodically. Any revised policy will be posted on this page with a new effective date.
Contact
Questions or requests concerning this Privacy Policy may be sent to info@advisorsynergies.com or rich@advisorsynergies.com.