Investment Advisor Associates Inc. is committed to protecting the privacy and confidentiality of our clients’ personal information in accordance with applicable U.S. federal and state privacy laws and financial industry regulations.
Who we are
Our website address is: http://investmentadvisorinc.com.
Information We Collect
We may collect personal, financial, and transactional information including:
Name: Invesment Advisor INC.
Address: 800 Boylston St. Boston, MA 02199
Phone number +1 (929) 377-1192
Email address contact@invesmentadvisorinc.com
Information required to comply with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations
How We Use Information
Information may be used to:
Information Sharing
We do not sell personal information.
Information may be disclosed only when:
Information Security
We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, misuse, or loss.
Regulatory Recordkeeping
Certain communications and records may be retained as required by applicable securities laws and financial industry regulations.
Cookies
Our website may use cookies and similar technologies to enhance user experience and improve website functionality.
Third-Party Websites
Links to third-party websites are provided for convenience only. We are not responsible for the privacy practices or content of external websites.
Changes to This Policy
We reserve the right to modify this Privacy Policy at any time. Updated versions will be posted on this website.
Contact Information
Investment Advisor Associates Inc.
800 Boylston St.
Boston, MA 02199
Phone: +1 (929) 377-1192