Privacy Policy

The Kellner DiLeo Privacy Policy is designed to protect your nonpublic, personal information. The firm may collect and maintain nonpublic, personal information we receive from you directly, on applications, other forms or our website, and from your transactions with unaffiliated parties and us. This information includes, for example, your name, address, Social Security or tax identification number, assets, income, financial needs and goals and account balances and transactions, including transactions with unaffiliated parties. We use this information to process your requests and transactions and to provide you with additional information about the firm's products and services. We do not sell information about you or your affiliate account to any unaffiliated company, group, or individual. Our Privacy Policy also applies to our former customers. In order to service your account, we may need to share the information we collect from you with unaffiliated parties. We will maintain legal agreements with unaffiliated parties to require that they safeguard your privacy. We restrict access to your nonpublic, personal information to only those employees, agents and unaffiliated parties who need to know the information in order to process your transactions or to provide services or products to you or us. If you ask us to provide your information to a trusted third party, such as your accountant or attorney, we will provide it. Additionally, on some occasions we may disclose information because we are legally required to do so or in other legally limited circumstances. If you have any questions about our Privacy Policy, please do not hesitate to contact us.