Disclosures

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FORM ADV PARTS 2A & 2B
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FORM CRS

PRIVACY POLICY

WHY?

Financial companies choose how they share your personal information. Federal law
gives consumers the right to limit some but not all sharing. Federal law also requires
us to tell you how we collect, share, and protect your personal information. Please
read this notice carefully to understand what we do.

WHAT?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social security number and income
  • Assets, account balances and transaction history
  • Investment experience and risk tolerance

When you are no longer our customer, we continue to share your information as described in this notice.

HOW?

All financial companies need to share customers' personal information to run their
everyday business. In the section below, we list the reasons financial companies can
share their customers' personal information; the reasons FDA chooses to share; and
whether you can limit this sharing.

Reasons we can share your personal information

Does FDA share?

Can you limit this sharing?

For our everyday business purpose - such as to process your transactions, maintain your account(s), respond to court orders and legal investigations or report to credit bureaus
YES
NO
For our marketing purposes - to offer our products and services to you
YES
NO
For joint marketing with other financial companies
NO
WE DON'T SHARE
For our affiliates' everyday business purposes - information about your transactions and experiences
NO
NO
For our affiliates' everyday business purposes - information about your credit worthiness
NO
WE DON'T SHARE
For nonaffiliates to market to you
NO
WE DON'T SHARE
Who we are?
Who is providing this notice?
FAMILY DYNASTY ADVISORS LLC (referred to as "FDA")
What we do?
How does FDA protect my information?

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 and buildings.

How does FDA collect my personal information?

We collect your personal information, for example, when you:

Open an account and enter into an investment advisory contract;
Give us your income, employment and contact information; Tell us about your investment or retirement portfolio; or Seek advice about your investments.

Why can't I limit all sharing?

Federal law gives you the right to limit only

sharing for affiliates' everyday business purposes- information about your credit worthiness affiliates from using your information to market to you sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions
Affiliates

Companies related by common ownership or control. They can be
financial and nonfinancial companies.

FDA does not have any affiliates.

Nonaffiliates

Companies not related by common ownership or control. They can
be financial and nonfinancial companies.

FDA does not share with nonaffiliates so they can market to you.

Joint Marketing

A formal agreement between nonaffiliated financial companies that
together market financial products or services to you.

FDA doesn't jointly market.