Privacy Policy for Benjamin Evelyn

Effective Date: 31 march, 2026

1. Our Commitment to Discretion

‍At BenjaminEvelyn, we understand that our clients are high-profile individuals who value privacy above all else. As a fiduciary and a Series 65 Licensed Investment Adviser Representative (IAR), Marc Allen Brown is committed to maintaining the highest standards of confidentiality. This Privacy Policy outlines how we collect, use, and safeguard the non-public personal information (NPI) of our clients and website visitors.

2. Information We Collect

In our efforts to provide high-level wealth stewardship, we may collect the following types of information:

Identity Information: WName, date of birth, and professional affiliation.
Contact Information: Email address, phone number, and mailing address.
Financial Profile: Assets, income, investment experience, and financial goals (collected via secure consultation forms).
Technical Data: IP address, browser type, and usage data via cookies to improve your experience on our site.

3. How We Use Your Information

We use your data strictly to facilitate the professional relationship, specifically:

To evaluate your suitability for our private wealth services.
To provide tailored investment advice and financial planning.
To comply with regulatory requirements mandated by the Investment Advisers Act of 1940 and relevant state authorities.
To communicate exclusive insights and firm updates.

4. Non-Disclosure and Data Sharing

‍We do not sell, rent, or trade your personal information to third parties. Information is only shared under the following circumstances:

With Your Consent: To coordinate with your other professional advocates (e.g., CPAs, Attorneys, or Business Managers).
Service Providers: With trusted third-party custodians (e.g., Charles Schwab, Fidelity) necessary to manage your accounts.
Legal Obligations: When required by law, such as responding to a subpoena or regulatory examination.

5. Security of Information

We employ institutional-grade security measures to protect your data. This includes encrypted communications, secure firewalls, and restricted access protocols. Our internal standards mirror the discipline of the Marine Corps: we guard your information as if it were our own.

6. Cookies and Analytics

Our website uses cookies to enhance the user experience and analyze site traffic. You may choose to disable cookies in your browser settings, though this may affect the functionality of certain high-level features on our site.

7. Your Rights

Depending on your residency (e.g., California), you may have specific rights regarding your data, including the right to request a copy of the information we hold or the right to request deletion.

8. Contact Our Compliance Team

If you have any questions regarding this Privacy Policy or our data handling practices, please contact us at:

‍BenjaminEvelyn Attn: Marc Allen Brown, IAR [Insert Business Address] [Insert Business Email] [Insert Business Phone Number]