Privacy Policy
Effective Date: January 1, 2026
Stonebridge Advisory Services LLC (“Stonebridge,” “we,” “us,” or “our”) is committed to maintaining the confidentiality, integrity, and security of the personal information of our clients and prospective clients. This Privacy Policy describes how we collect, use, and protect your information in accordance with professional standards and regulatory requirements.
1. Information We Collect
We collect information that you provide directly to us through our website portals, during professional consultations, or via electronic communication. This includes but is not limited to contact details, professional background, business financial information, and specific strategic needs relevant to the services we provide.
2. How We Use Information
The information we collect is utilized strictly to provide strategic consultancy services, communicate regarding your professional inquiries, and fulfill our contractual obligations. We also process data to comply with relevant legal and regulatory mandates and to improve the quality of our operational excellence.
3. Third-Party Disclosure
We do not sell, rent, or trade your personal information to third parties. We may share specific data with trusted service providers who assist in our business operations, provided they act under strict confidentiality agreements consistent with our privacy standards.
4. Data Security & Integrity
Stonebridge implements robust administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, loss, or alteration. We regularly review our security protocols to ensure high levels of protection.
SMS Disclosure
By providing your phone number and contacting us, you agree to receive SMS messages from Stonebridge Advisory Services LLC.
• Message frequency may vary depending on your interaction
• Message and data rates may apply
• You can reply STOP to opt out at any time
• You can reply HELP for assistance
We do not share SMS consent or personal information with third parties.
Compliance Office
Stonebridge Advisory Services LLC
254 Chapman Rd, Ste 208
Newark, Delaware 19702
📞 (440) 372-1650
📧 info@stonebridgeadvisors.com