Privacy Policy

Website

Contact

When visitors leave requests to be contacted, we collect the data shown in the contact form, and also the visitor’s IP address and browser user agent string to help spam detection.

Embedded content from other websites

Pages on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

 

Steward Capital, LLC

Information We May Collect

We obtain certain personally identifiable details about you—such as your name, address, and social security number—through applications, forms, and various types of communication, including electronic, phone, written, or in-person interactions. This also includes exchanges with your authorized representatives, like your attorney or accountant. Additionally, we gather information regarding your brokerage accounts and financial transactions, including account activity, balances, purchases, sales, and related inquiries.

Information We May Disclose

We do not share the personal information we collect about our clients except in the following circumstances: (1) when necessary to facilitate our business relationship with them, sharing only with those essential to completing transactions and delivering authorized services (such as broker-dealers and custodians); (2) with our accounting, legal, or auditing professionals; (3) with entities responsible for evaluating our adherence to industry standards, such as professional licensing authorities; (4) as otherwise required by law.

 

If you have any questions or concerns, please feel free to reach out to your advisor or contact info@stewardcapitaladvice.com