Information We Collect
Nova Wealth Management Group, LLC collects personal information as part of our relationship to you to provide client services and fulfill legal and regulatory requirements. The type of information Nova Wealth Management Group, LLC collects may include:
- Information Nova Wealth Management Group, LLC receives from you on forms (such as name, address, Social Security number, profile documents, assets and income)
- Information you provide Nova Wealth Management Group, LLC directly about your personal finances or personal circumstances or which Nova Wealth Management Group, LLC may receive from brokerage statements or other information you authorize Nova Wealth Management Group, LLC to receive
Information Disclosed in Administering Products and Services
Nova Wealth Management Group, LLC will not disclose personal information about current or former clients to nonaffiliated third parties except as permitted or required by law. Nova Wealth Management Group, LLC does not sell any personal information about you to any third party. Nova Wealth Management Group, LLC will not disclose personal information without your authorization, except as required or permitted by law.
Your Choice to Limit Marketing By Our Affiliate(s)
You may limit our affiliates from marketing their products or services to you based on information that we share with them, such as your income and your account history. Your decision to limit marketing offers from our affiliates will apply for 5 years. Once that period expires, you will be allowed to extend your decision. This limitation does not apply in certain circumstances, such as if you currently do business with one of our affiliates or if you ask to receive information or offers from them.
Procedures to Protect Confidentiality and Security of Your Personal Information
Nova Wealth Management Group, LLC has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Nova Wealth Management Group, LLC maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.
Additionally, an updated Form ADV is available in our office. Please contact us if you would like a copy.