Bull City Advisors, LLC
What Information is Collected
Bull City Advisors collects certain nonpublic personal identifying information about its clients (such as their name, address, social security number, employment information, etc.) from information that is provided on applications or other forms as well as communications (electronic, telephone, written or in person) with the firm or its authorized representatives (such as its attorney, accountant, etc.). Bull City Advisors also collects information about clients’ brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
What Information May Be Disclosed
Security of Bull City Advisors’ Clients’ Information
Bull City Advisors restricts access to its clients’ nonpublic personal information to those employees who need to know that information to service their account(s). Bull City Advisors maintains physical, electronic and procedural safeguards in accordance with applicable federal and state standards to protect clients’ nonpublic personal information.