Terms and Conditions

📜 Terms & Conditions

Effective Date: June 22, 2025

Welcome to CLEARVIEW CAPITAL ADVISORS LLC (“Company,” “we,” “us,” or “our”). By accessing our website and/or opting into our SMS messaging program, you agree to the following Terms & Conditions.

1. Company Information

CLEARVIEW CAPITAL ADVISORS LLC

245 Avenue U FL 2ND

Brooklyn, NY 11223

Phone: 917-808-1066

Email: info@clearviewcapitaltadvisors.site

Website: https://clearviewcapitaltadvisors.site

2. Investment Advisory Services

CLEARVIEW CAPITAL ADVISORS LLC provides investment advisory and financial consulting services, including but not limited to:

Portfolio strategy and allocation guidance

Financial planning consultations

Investment education and informational communications

Ongoing account and performance reviews

Nothing contained on this website or in SMS communications constitutes an offer to sell securities or a guarantee of investment performance. All investments involve risk, including the possible loss of principal.

3. SMS Messaging Program

Program Description

Individuals who voluntarily opt in via our website may receive SMS messages related to:

Appointment confirmations and reminders

Consultation follow-ups

Account-related notifications

Informational financial updates

We do not send unsolicited text messages.

Consent & Opt-In

Users may opt in by checking the consent box on a contact or consultation request form located at:

https://clearviewcapitaltadvisors.site

Opt-in is voluntary and is not required to receive advisory services.

Message Frequency

Message frequency may vary depending on your engagement with CLEARVIEW CAPITAL ADVISORS LLC.

Message & Data Rates

Message and data rates may apply based on your mobile carrier plan.

Opt-Out Instructions

You may opt out of receiving SMS messages at any time by replying STOP to any message.

After opting out, you will no longer receive SMS communications unless you re-subscribe.

Help & Support

Reply HELP for assistance or contact us at:

Email: info@clearviewcapitaltadvisors.site

Phone: 917-808-1066

4. Privacy

Your use of our website and SMS program is also governed by our Privacy Policy, available at:

https://clearviewcapitaltadvisors.site/privacy-policy

5. No Guarantee of Results

Past performance does not guarantee future results. CLEARVIEW CAPITAL ADVISORS LLC does not guarantee specific investment returns or performance outcomes.

6. Limitation of Liability

To the fullest extent permitted by law, CLEARVIEW CAPITAL ADVISORS LLC shall not be liable for any indirect, incidental, consequential, or special damages arising from the use of our services or communications.

7. Regulatory Compliance

CLEARVIEW CAPITAL ADVISORS LLC operates in accordance with applicable federal and state laws governing investment advisory services. Clients will receive appropriate disclosure documents prior to engaging advisory services.

8. Governing Law

These Terms & Conditions are governed by and construed in accordance with the laws of the State of New York.

9. Modifications

CLEARVIEW CAPITAL ADVISORS LLC reserves the right to update or modify these Terms & Conditions at any time. Continued use of our services constitutes acceptance of any revised terms.