Privacy Policy

The “Courtlandt” family of companies includes: Courtlandt Securities Corporation, a registered broker-dealer and FINRA / SIPC member firm; Courtlandt Insurance Services, a Licensed Insurance Agency; Courtlandt Realty, a California Real Estate Broker.

Your relationship with Courtlandt is based on trust and confidence. To fulfill its responsibilities to you, Courtlandt requires that you provide current and accurate financial and personal information. Courtlandt will protect the information you have provided in a manner that is safe, secure and professional. Courtlandt and its employees are committed to protecting your privacy and to safeguarding that information.


Categories of Information We Collect

Courtlandt collects nonpublic information from the following sources:


Sharing Nonpublic Personal and Financial Information

Courtlandt is committed to the protection and privacy of its customers’ and consumers’ personal and financial information.  Courtlandt will not share such information with any nonaffiliated third party except as permitted by law, such as:

Protection of Personal Information

Courtlandt prohibits the disclosure of your nonpublic personal information by all of our representatives, affiliates and third party service providers except as required or permitted by law. Furthermore, Courtlandt restricts access to your personal and account information to those representatives who need to know that information to provide products or services to you. Courtlandt maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information. Additionally, should a client decide to close their account(s) or become an inactive customer, we will adhere to the privacy policies described in this notice.

Courtlandt reserves the right to make changes to this policy.  For more information relating to Courtlandt’s privacy policy, please contact:

Courtlandt
Attn: Compliance Department
P.O. Box 11929
Newport Beach, CA 92658
949-251-6901
949-251-6911 (Fax)