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This Privacy Policy explains how Royce Advisors collects, uses, discloses, and protects information when you visit our website, schedule a conversation, or otherwise communicate with us through the website.
Royce Advisors is a shared marketing name used by Royce Advisors LLC and Royce Wealth Management LLC. Royce Advisors LLC provides tax and accounting services. Royce Wealth Management LLC provides investment advisory and wealth management services.
This Privacy Policy applies to information collected through royceadvisors.com and information you provide when you contact us or schedule a conversation through the website. It does not replace any separate privacy notice, engagement agreement, investment advisory agreement, or other disclosure that may apply once you become a client.
Financial privacy notice. Nonpublic personal information obtained in connection with an investment advisory relationship may be subject to separate privacy notices and financial privacy requirements. If a separate notice applies to you, that notice governs the information covered by it.
We may collect information that you voluntarily provide when you contact us, email us, or schedule a conversation. This may include:
Please do not send Social Security numbers, account passwords, complete bank or payment-card numbers, or other highly sensitive information through ordinary website communications or unencrypted email unless we specifically provide a secure method for doing so.
When you use the website, our hosting provider and other technology providers may automatically receive standard technical information such as your IP address, browser type, device type, referring page, pages visited, and date and time of access. We may use this information for website operation, security, troubleshooting, and performance.
Our website uses Calendly to provide online scheduling. When you interact with an embedded scheduling tool, information you submit may be processed by that provider under its own privacy practices. We may receive the information necessary to schedule and conduct your requested meeting.
The website and embedded third-party services may use cookies or similar technologies that are necessary to provide functionality, remember preferences, maintain security, or support scheduling. We do not currently describe the website as using advertising pixels or behavioral advertising tools. If our practices materially change, we will update this Privacy Policy.
Most browsers allow you to remove or block cookies. Disabling cookies may affect the functionality of certain website features or third-party tools.
We may use information collected through the website to:
We may disclose information when reasonably necessary to operate our business or provide the website, including to:
We do not sell personal information for monetary consideration.
We use reasonable administrative, technical, and physical safeguards designed to protect information under our control. However, no website, electronic transmission, storage system, or security measure can be guaranteed to be completely secure.
We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy and as required or permitted by applicable legal, regulatory, professional, tax, accounting, investment-adviser, and recordkeeping obligations.
Our website and professional services are not directed to children under 18, and we do not knowingly collect personal information from children through the website. If you believe a child has provided personal information to us, please contact us.
The website may contain links to or integrations with third-party websites or services. We are not responsible for the privacy, security, or content practices of third parties. You should review the privacy policies applicable to those services.
Some browsers offer “Do Not Track” settings. Because there is no universally accepted standard for responding to these signals, our website does not currently respond to traditional Do Not Track signals. Where legally required and technically supported, we may recognize other legally required privacy preference signals.
California residents may have rights regarding personal information under applicable California privacy laws. Depending on which laws apply to Royce Advisors and the information at issue, these rights may include requesting access to, correction of, or deletion of certain personal information, as well as information about our collection and disclosure practices.
We will not discriminate against you for exercising privacy rights available to you under applicable law. To submit a privacy request, contact us using the information below. We may need to verify your identity before completing a request.
California's “Shine the Light” law may provide certain California residents with rights concerning disclosures of personal information for third parties' direct marketing purposes. Royce Advisors does not disclose personal information to third parties for their own direct marketing purposes in exchange for monetary consideration.
We may update this Privacy Policy from time to time to reflect changes in our website, services, legal requirements, or privacy practices. The “Last Updated” date above indicates when this policy was most recently revised.
If you have questions about this Privacy Policy or would like to submit a privacy request, contact:
Royce Advisors
4275 Executive Square, Suite 200
La Jolla, CA 92037
619-732-6303
info@royceadvisors.com