A User is any individual who accesses the Site, pursuant to Saint Thomas Advisors Terms of Service. A client is any individual who opens an investment account with Saint Thomas Advisors and its brokerage partner.
Private Personal Information
Saint Thomas Advisors will keep all Users’ and Clients’ non-public information confidential, except as obligated by the full extent of the law or by regulatory authorities. Saint Thomas Advisors employees who require Users’ and Clients’ private personal information to maintain and operate the Site maintain restricted access to this information.
Saint Thomas Advisors’s servers will process all information you provide to Saint Thomas Advisors for the following purposes: displaying and formatting personal information on the Site, delivering related content, and other purposes related to the Site.
Saint Thomas Advisors’s Clients may have additional information collected and used to perform trades on their behalves, display investing activity in their accounts, and calculating their portfolio performances.
Saint Thomas Advisors’s services are not intended and are prohibited for the use of anyone under the age of 18. If the parent or guardian becomes aware that his or her child under the age of 18 has provided Saint Thomas Advisors with personally identifiable information without his or her consent, he or she should contact us at [email protected] We will delete all information given to us by children under the age of 18 as we become aware of such happenings
Site Usage Information
When the public accesses the Site, Saint Thomas Advisors automatically records and retains certain information about the public’s usage of the Site through implementation of cookies and other third-party tracking services, such as Google Analytics.
Saint Thomas Advisors also holds the right to send you information related to the Firm’s Services, blog, and your account, if you are a Client. If at any time you decide you would no longer wish to receive marketing communications from Saint Thomas Advisors, follow the “unsubscribe” steps provided in previous communications. In addition, you may also email us at [email protected] to opt out of any future marketing communications.
Saint Thomas Advisors reserves the right to include Users and Clients personal information in data analysis, reports, and trend analyses, provided that Users and Clients are protected wherein their personal information will never be individually identifiable without explicit consent. The uses and results of these reports and analyses may be made available to all Users, Clients, or the public at large.
Saint Thomas Advisors Client information
To become a Saint Thomas Advisors Client, you are required to provide additional identifying and background information including, but not limited to: your full legal name, certain contact information, date of birth, social security number, ID information, current and expected financial status, and other regulatory disclosures that may be necessary. We collect information for the purpose of providing our services in accordance with the rules and regulations of FINRA and the SEC.
The information you provide us to become a Client may be shared with our brokerage partner for the purpose of allowing the aforementioned partner to provide their services to you, the Client.