Your financial and personal privacy is of prime importance to us. We are committed to maintaining the confidentiality of your personal information, while still being able to provide you with the professional service you have become accustomed to. We have described below the way that we deal with your personal information in keeping with the professional standards of confidentiality of our profession.
Sources and Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you directly or indirectly. This data can be collected as follows:
- In writing via regular mail, email or over the Internet.
- Verbally via the phone or personal conferences.
- From third parties, with your authorization.
- From transactions between you and our affiliates or us.
This data may include but is not limited to the following:
- Name, Address, Email, Phone Number, Data of Birth, Social Security Number, Driver’s License, Account Numbers, Financial Information, and other personal records.
To the extent permitted by law, you may make an inquiry regarding what personal information of yours is collected and how it is used. If you would like to make this inquiry, please click here.
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.
Permitted disclosure of your nonpublic personal information is restricted to employees and other parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared and that those with access to your information are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable.
Protecting the Confidentiality and Security of Nonpublic Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. Please contact us if you have any questions or concerns about the confidentiality of your information.
Cookies are small text files that are sent by the website to your browser and then stored by your browser on your computer. Information collected via cookies is used for statistical reporting. If you are a repeat visitor to our website or have completed a form, cookies may enable the website to improve your experience.
You can manage the cookie settings of your browser by referencing the following links:
In addition, third parties may place cookies on the browser used by the visitor in order to serve targeted advertising and for measurement and analytics purposes. Most advertising networks offer you a way to opt out of targeted advertising. If you would like more information, please visit http://www.aboutads.info/choices/, http://www.networkadvertising.org/choices/ (provides information on how to opt out of cross-site advertising) or http://www.youronlinechoices.com. For California residents, you can visit the California Residents Section of NextRoll’s Service Privacy Notice.
Remove my Information
You may request to remove your information from our Marketing System. By clicking here, you are requesting Marcum LLP to remove your personal data from Marcum’s Marketing System.
To the extent there is a requirement to do so, and it does not conflict with other legal obligations, you may have the right to request that other personal information is removed from other systems. If you have a request to remove your personal information from other Systems, please do so by clicking here.
Under no circumstance will exercising consumer privacy rights result in discrimination or retaliation.
If you would like to speak to a representative, please call (855) MARCUM1
Please allow for 10 busines days for a response.