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Charles Schwab

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“The Pilot’s Advisor®” LLC will not disclose nonpublic, personal information about clients (and former clients) except as required by law and regulation. Provided it is necessary to effect, administer, or enforce certain transactions related to a client account, we may disclose such information to our clearing firms and other nonaffiliated of securities products (such as third-party vendors of advisory services and issues of securities). We will not disclose or utilize private information for any purpose other than the purpose for which you originally disclosed the information to us. Since the “The Pilot’s Advisor®” LLC does not share personal client information other than for the purpose of servicing client accounts there is no option to limit sharing. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files.

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“The Pilot’s Advisor” LLC is a registered investment advisor with many states and only transacts business in states where it is properly registered, or notice filed or excluded or exempted from registration requirements. To always get the most updated registration requirements, please click this link for the most up to date information.