Legacy Investment Advisors (a trade name of Andrew C. Robinson) is committed to protecting the privacy and security of your personal financial information. This policy describes how we collect, use, and protect the information you share with us.
As a registered investment adviser, we are also subject to Regulation S-P under the Gramm-Leach-Bliley Act, which governs the privacy of nonpublic personal information for financial institutions.
We collect personal information that you provide directly to us, including your name, address, phone number, email address, Social Security number, date of birth, employment information, financial information, and investment objectives. This information is collected through account opening documents, client agreements, and ongoing communications.
We may also collect information from third parties such as Interactive Brokers in the course of providing advisory services.
We use your personal information to provide investment advisory services, process transactions, maintain account records, comply with legal and regulatory requirements, and communicate with you about your account.
We do not sell your personal information to third parties. We do not share your personal information with third parties for their marketing purposes.
We may share your personal information with Interactive Brokers as your account custodian, service providers who assist us in operating our business under strict confidentiality agreements, and regulatory authorities as required by law.
We may also disclose information as required by court order, subpoena, or other legal process, or to protect the rights, property, or safety of our clients, our firm, or others.
We maintain physical, electronic, and procedural safeguards designed to protect your nonpublic personal information. Access to your personal information is restricted to personnel who need that information to provide services to you.
This website does not use cookies for tracking or advertising purposes. Any information you submit through this website (such as a contact form or booking request) is used solely to respond to your inquiry and is not shared with third parties for marketing purposes.
Questions about this privacy policy may be directed to:
Andrew C. Robinson
Legacy Investment Advisors
91-1367 Kaikohola St, Ewa Beach, HI 96706
Phone: (808) 699-5945
Email: andrew@legacyinvestmentadvisor.com