Privacy Policy

Stonebridge Privacy Policy

Last Updated: 6/29/2023

Stonebridge Partners, LLC, (“Stonebridge” “we,” or “our”) operates (the “Website”). This Privacy Policy describes the personal information we collect, how we use it, with whom it is disclosed, the purpose such disclosure, and the rights you may have available to you regarding your personal information. This Privacy Policy covers personal information collected on our Website and in connection with our products and services, including when you provide information over the phone or in person or by other means.

Please carefully read this Privacy Policy as we may update it from time to time as indicated by the Last Updated date at the top of this page. Your continued use of the Website indicates your acknowledgement of this Privacy Policy and that you accept the Terms of Service which are hereby incorporated by reference.  If you do not agree with any portion of this Privacy Policy, now or as amended by us, please immediately cease using our Website and services.

Collection of Information

“Personal information” is information that identifies, relates to, describes, references, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with an individual. Personal information does not include:

  • Publicly available information from government records.
  • Deidentified or aggregated consumer information.

We may interact with you in a variety of ways and collect personal information during those interactions. While some personal information we collect is required to provide you the services you are requesting, you may voluntarily provide other personal information.

We may collect the following categories of personal information from you:

  • Personal Identifiers such as your first and last name, Drivers Licenses number, Social Security number, email address, phone numbers, account registration information, or similar identifiers.
  • Financial Information such as bank account number and routing information, trust and beneficiary information and products you have purchased and services you have enrolled in with us.

You may also provide us additional information at your sole discretion when you contact us via the webform or talk to a representative.

Use of Information

We use your personal information to:

  • Provide the Website and services you request;
  • Contact you about the services and products;
  • Communicate with you and to respond to questions you send us;
  • Improve our offerings;
  • Create, manage, and administer your account;
  • Prevent and detect fraud and otherwise comply with law;
  • Protect and enforce our legal rights;
  • Engage with you through advertising and marketing campaigns;
  • Help maintain the safety, security, and integrity of the Website, databases, and other technology assets, and business; and
  • Test, research, and develop products, including to develop and improve our services, offerings and Website.

Unless you opt-out of marketing communications, we may use your email addresses provided at registration to market services that may be of interest to you. Our use of personal information is limited to the purposes set forth in this Privacy Notice unless we obtain consent for such other processing.

Disclosure of Information

We disclose your personal information to:

  • Affiliates for business purposes such as providing the Website and our product and service offerings;
  • Service providers that perform services on behalf of Stonebridge and for ordinary business purposes including, but not limited to, investor relations, providing marketing assistance, financing, and wire services;
  • Third parties to provide you the services you have requested, to protect the security and integrity of the Website, and to correct any technical problems and malfunctions; and
  • With your consent.

We may also disclose your personal information:

  • To comply with any court order, law, or legal process, including to respond to any government or regulatory request;
  • To enforce or apply our terms of use, terms of sale, and other agreements;
  • If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of Stonebridge, our customers, or others. This includes exchanging information with other companies and organizations for the purposes of fraud protection and credit risk reduction;
  • At your direction; and
  • In connection with a sale, merger, consolidation, change in control, transfer of assets, reorganization, or liquidation of part or all of our assets or business.


Our Website does not use cookies, or other similar technologies such as pixels and beacons.


We work to protect your personal information from loss, misuse, or unauthorized alteration by using commercially reasonable security safeguards, coupled with security procedures and practices. Although Stonebridge employs measures to maintain security, we cannot guarantee that your information will not be intercepted by third parties’ illegal efforts. It is your responsibility to maintain the privacy of your username and password. Unauthorized use of your registered account with us will enable access to your personal information. Please keep your username and password in a safe and secure place.

Children Under the Age of 16

The Website and services are not intended for children under 16 years of age. No one under the age of 16 may provide any personal information to the Website and we do not knowingly collect personal information directly from children under 16. If you believe we might have collected personal information from a child under 16 inadvertently, please email us at the email address provided in the Contact Us section below.

Third-Party Tracking & Website

Third parties do not have authorization from us to track which websites you visited prior to and after visiting the Website. Please note, however, that we cannot control third-party tracking and there may be some third-party tracking that occurs without our knowledge or consent.

The Website may also contain links to other websites which are not controlled by us. These links are made available to you as a convenience, and you agree to use these links at your own risk. Stonebridge disclaims any responsibility for the privacy practices or the content of such other websites. If you navigate to a third-party website from our Website, we strongly encourage you to review and become familiar with that third-party website’s own privacy policy and statements.

Notice to Individuals Outside the United States

We operate out of the United States and if you are located outside of the United States, any information you provide to us will be transferred to and stored in the United States and that, by submitting information to us, you explicitly authorize its transfer and storage within the United States. We will protect the privacy and security of personal information according to this Privacy Policy regardless of where it is processed or stored.

Changes to This Privacy Policy

We reserve the right to amend this Privacy Policy at our discretion and at any time. When we make changes to this Privacy Policy, we will post the updated notice on the Website and update the notice’s effective date. Your continued use of our Website following the posting of changes constitutes your acceptance of such changes.

Contact Us

If you have any questions about this Privacy Policy, or any other questions, please contact us.

Stonebridge Partners, LLC


Address: 81 Main St, Suite 505, White Plains, NY 10610