Privacy Policy

🔒 Privacy Policy

Effective Date: June 22, 2025

CLEARVIEW CAPITAL ADVISORS LLC (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information, including information collected through our website and SMS messaging program.

1. Information We Collect

We may collect personal information that you voluntarily provide, including:

Full name

Phone number

Email address

Financial or investment inquiry information

Communication history, including SMS interactions

Information is collected when you:

Submit a contact or consultation request form

Communicate with us via phone, email, or SMS

Request information about investment advisory services

2. How We Use Your Information

We use your information to:

Respond to consultation requests

Schedule appointments

Provide investment advisory information

Deliver account-related notifications

Send SMS communications when you have opted in

Maintain regulatory and compliance records

Message frequency may vary.

3. SMS & Mobile Communications

If you opt in to receive SMS messages from CLEARVIEW CAPITAL ADVISORS LLC:

Message frequency may vary

Message and data rates may apply

You may reply STOP to opt out at any time

You may reply HELP for assistance

For additional support, contact:

📧 info@clearviewcapitaltadvisors.site

📞 917-808-1066

4. No Sharing of Mobile Opt-In Data

Mobile numbers and SMS opt-in data will not be shared with third parties or affiliates for marketing or promotional purposes.

All text messaging originator opt-in data and consent are excluded from any data sharing and are used solely for providing our services or complying with legal obligations.

5. Information Sharing

We do not sell, rent, or trade your personal information.

We may share information only:

To comply with legal or regulatory obligations

With trusted service providers assisting in business operations (under confidentiality agreements)

As required for compliance with federal or state securities regulations

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, misuse, alteration, or disclosure.

7. Data Retention

We retain personal information only as long as necessary to fulfill the purposes outlined in this policy and to comply with applicable regulatory requirements.

8. Your Rights

You may request to:

Access your personal information

Correct inaccuracies

Request deletion of personal data (subject to regulatory retention requirements)

Requests may be submitted using the contact information below.

9. Regulatory Disclosure

CLEARVIEW CAPITAL ADVISORS LLC provides investment advisory services in accordance with applicable federal and state regulations. Additional disclosures may be provided separately as required under securities laws.

10. Changes to This Policy

We may update this Privacy Policy periodically. Any updates will be posted on this page with a revised effective date.

11. Contact Information

CLEARVIEW CAPITAL ADVISORS LLC

245 Avenue U FL 2ND

Brooklyn, NY 11223

📞 917-808-1066

📧 info@clearviewcapitaltadvisors.site

🌐 https://clearviewcapitaltadvisors.site