Privacy Policy

Fragasso Financial Advisors is committed to maintaining the trust and confidence of our clients.  We want you to understand how we protect your privacy when we collect and use information, and the measures we take to safeguard that information.  To provide you with a high level of service, Fragasso Financial Advisors must maintain certain information.  Keeping customer information secure and private is a priority in our office.  We are including our privacy policy in this newsletter to help you understand how we may collect information, the type of information we may collect and how we keep that information secure.  I hope you will take a moment to review this policy.

If you have any questions after reading this Privacy Policy, please contact Fragasso Financial Advisors by writing to 610 Smithfield Street, Suite 400, Pittsburgh, PA 15222.  As always, please feel free to contact your financial advisor at 412-227-3200.

What types of non-public personal information do we collect about you?
In the course of providing service to you, we collect non-public personal information about you from the following sources:

    * Information from you on account applications and other standard forms (for example; name, address, social security number, assets, types and amounts of investments, transactions, and income);
    * Information about your transactions, our affiliates or others including those companies that work closely with us to provide you with diverse financial products and services (for example; your account balance, payment history, parties to transactions, types and amounts of investments, transactions, and credit card usage);

How do we protect the confidentiality and security of your non-public personal information?
Keeping your information secure is one of our most important responsibilities.  We restrict access to non-public personal information about you to those employees and agents who need to know that information in order to provide products or services to you.  We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.

Do we disclose to any non-affiliated third parties your non-public personal information?
We do not sell, share or disclose your non-public personal information to non-affiliated third party marketing companies.

We may disclose non-public personal information about you in connection with the transfer of your account to another financial institution at your request or the request of your representative.

We may also disclose non-public personal information about you under circumstances as permitted or required by law.  These disclosures typically include information to process transactions on your behalf, to conduct our operations, to follow your instructions as you authorize, or to protect the security of our financial records.

What is our policy relating to former customers?
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

We reserve the right to change this policy at any time and you will be notified if any changes occur.

If you would like to view LPL Financial's Privacy Policy, please click here.