Privacy Policy Notice
Maintaining your trust and confidence is among our highest priorities. We recognize that protecting the
privacy and security of our clients is an important responsibility. That is why we at Cranbrook Wealth
Management, LLC want you to understand how we protect your privacy, when we collect and use
information about you, and the steps that we take to safeguard that information.
The Privacy Policy of Cranbrook Wealth Management, LLC
Cranbrook Wealth Management, LLC has adopted this policy with recognition that protecting the privacy
and security of the personal information we obtain about our customers is an important responsibility. We
also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect
and maintain certain personal information about you. We want you to know what information we collect
and how we use and safeguard that information.
What Information We Collect
We collect certain nonpublic personal identifying information about you (such as your name, address,
social security number, etc.) from information that you provide on applications or other forms as well as
communications (electronic, telephone, written or in person) with you or your authorized representatives
(such as purchases, sales, account balances, inquiries, etc.).
What Information We Disclose
We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i)
in furtherance of our business relationship with them and then only to those persons necessary to effect the
transactions and provide the services that they authorize (such as broker-dealers, custodians, independent
managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing
authorities, etc.); (iii) attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about you to governmental
agencies and other third parties in certain circumstances (such as third parties that perform administrative
or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to
use or share the information for any other purpose. If you decide at some point to either terminate our
services or become an inactive customer, we will continue to adhere to our privacy policy, as may be
amended from time to time.
Security of Your Information
We restrict access to your nonpublic personal information to those employees who need to know that
information to service your account. We maintain physical, electronic and procedural safeguards that
comply with applicable federal or state standards to protect your nonpublic personal information.
Changes to our Privacy Policy or Relationship with You
Our Policy about obtaining and disclosing information may change from time to time. We will provide you
notice of any material change to this policy before we implement the change.