Privacy Policy

It is the policy of Santori& Peters, Inc. not to disclose, nor does it reserve the right to disclose, nonpublic personal information about our clients to nonaffiliated third parties except as permitted by law.

Santori& Peters, Inc. collects nonpublic personal information about you from information we receive from you on applications or other forms and information about your transactions with us or others.

All information provided by our clients is accessible only to employees of Santori& Peters, Inc., and/or affiliated third parties as permitted by law who need to know that information to provide services to you.

We do utilize cookies to anonymously collect statistical data concerning visits to our web site.

We do maintain electronic safeguards to protect your nonpublic personal information. If you decide to close your accounts(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.

If you have any questions regarding this notice, please do not hesitate to call us.

Phone: (412) 373-6900
Fax: (412) 373-6903

 

 

Disclosures

The presence of this web site on the Internet shall in no direct or indirect way raise any implication that Santori & Peters is soliciting advisory clients or offering to sell advisory services in any state or states in which the firm is not properly notice filed.

The firm is a registered investment adviser with the United States Securities and Exchange Commission and is notice filed with the Commonwealth of Pennsylvania, state of Ohio and state of Florida. The firm may not solicit advisory clients unless they live in one of these three states or unless additional notice filings are made by the firm.