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Obelisco advisers

privacy policy

FACTS

WHAT DOES Obelisco Advisers LLC DO WITH YOUR PERSONAL INFORMATION?

WHY?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
WHAT?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
  • Social Security number and income
  • credit history and credit scores
  • account balances and payment history
HOW?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Obelisco Advisers LLC chooses to share; and whether you can limit this sharing.
For California Residents, visit California Privacy Policy.
Read California Privacy Policy
Reasons we can share your personal information Does Obelisco Advisers LLC share? Can you limit this sharing?
For our everyday business purpose such as processing your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes
No
For our marketing purposes to offer our products and services to you
Yes
No
For joint marketing with other financial companies
Yes
No
For our affiliates’ everyday business purposes – information about your transactions and experiences
Yes
No
For our affiliates’ everyday business purposes – Information about your creditworthiness
Yes
Yes
For our affiliates to market to you
Yes
Yes
For nonaffiliates to market to you
Yes
Yes

Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

TO LIMIT OUR SHARING CALL US AT +1-305-690-2310 OR FILL THE FORM BELOW.

Limit Personal Info. Sharing

frequently asked questions

How does Obelisco Advisers LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Obelisco Advisers LLC collect my personal information?

We collect your personal information, for example, when you

  • apply for a loan or give us your income information
  • provide account information or provide employment information
  • show your government-issued ID

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Why can't I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes – information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.

What happens when I limit sharing for an account I hold jointly with someone else?

Your choice will apply to everyone on your account.

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Copyright © 2017-2024 Obelisco Advisers LLC.

Legal | Privacy | California Privacy

Limit Personal Information Sharing

CALL US AT +1-305-690-2310 OR FILL THE FORM BELOW.

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disclaimer

The content of our website may be translated for your convenience using an automated translation plugin called GTranslator. While we strive to provide accurate translations, please note that automated translations may not always accurately convey the intended meaning or context of the original content.

We cannot guarantee the accuracy, completeness, or reliability of any translated content. The translation is provided as a courtesy and should not be considered a substitute for professional human translation.

If there are any discrepancies or concerns regarding the accuracy of the translated content, please refer to the original text written in the source language.

If you have any questions or require further clarification about the translated content on our website, please contact us directly.

Last updated: [August 7, 2023]

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