Privacy Policy

Your privacy matters. At Stipelis, we treat your personal information with the highest level of care.

What We Collect

• Account applications, forms, phone calls, and meetings
• Trading activity and third-party statements
• Name, address, phone number, SSN or Tax ID, account transactions, and other information needed to manage your account

How We Use It

• Manage your account and process transactions
• Provide market insights
• Only Stephen E. Coleman has access
• After account opening, all personal information is stored on paper only—no cloud or electronic storage
• Your account is linked to this information only through a secured lockbox

Sharing Your Information

• We do not sell or share personal information
• Disclosure happens only when required by law, such as to regulators, courts, legal counsel, or the IRS
• We may also share info with trusted service providers who compile performance data, but only for this purpose
• These providers must maintain strict safeguards and use information only as intended

SMS Communications

• By giving us your mobile number and opting in, you may receive text messages about scheduling, reminders, service updates, and educational content
• Message frequency varies; standard message/data rates may apply
• You can opt out or withdraw consent at any time by replying STOP; for help, reply HELP
• We do not sell or share mobile numbers for marketing, and we do not request sensitive info (like account numbers or SSNs) via SMS

Opt-Outs & Choices

• You can opt out of certain disclosures, like sending statements to outside compliance firms, by contacting us in writing or via email
• You have the right to access, correct, or delete your personal information

How We Protect Your Information

• We use physical, electronic, and procedural safeguards to keep your information secure

Policy Updates

• We may update this policy from time to time
• Changes will be communicated, and continued use of our services means you accept updates

Distribution

• This policy is provided before account opening and annually thereafter
• It applies to past, current, and future clients