“If you build that foundation, both the moral and the ethical foundation, as well as the business foundation, and the experience foundation, then the building won't crumble.”
In July 2001 the Securities and Exchange Commission enacted, Regulation S P, which pertains to the privacy of consumer financial information. All financial institutions, including brokerage firms are required to have policies regarding non-public personal information, which they procure from their customers.
Please be advised that Meyers Associates, L.P. does not disclose non-public personal information regarding its clients to third parties, nor does the firm wish to reserve the right to disclose such information.
All non-public consumer information that is obtained by Meyers Associates, L.P. during the course of its business is kept on the firm’s premises in a secured location. However, in certain instances the firm may be required by law to disclose such information to nonaffiliated third parties. Non-public financial information may include your occupation, certain financial information and date of birth, social security number and marital status.