Mercanti Securities, LLC and Mercanti Group, LLC are affiliated entities. This disclosure is intended to address both organizations herein referred to collectively as “Mercanti.”
PRIVACY STATEMENT
One of the most important components of our relationship with you is the trust that you have placed in us to keep your nonpublic information private.
The information you provide to Mercanti is used for the purposes of advising and guiding you regarding certain investment transactions. The employees of Mercanti do not discuss client information with anyone outside the company unless specifically authorized to do so by you.
Information we collect and record about you is kept strictly confidential. We maintain security procedures and standards designed to protect nonpublic information at all times.
With the exception of circumstances where we are required by law to disclose your nonpublic information, we do not share such information with any unaffiliated entity. In the event that we change this policy and determine that it is beneficial to share information with an unaffiliated third party, we will notify you beforehand and give you the opportunity to opt-out of such information sharing.
This Privacy Statement is only applicable to those client/customer relations where Mercanti has not executed a Confidentiality Agreement or an Engagement Agreement with out client/customer. Where such agreements are in place, they will control the non-disclosure of confidential or private information.