How We Handle Your Information
We collect nonpublic personal information about you from the following sources: Information we receive on applications or other forms and information about your transactions with our affiliates, others, or us. We do not disclose any non-public information about our current or former customers to any non-affiliated 3rd parties, except as permitted by law or in order to provide the current services. Our employees have limited access to your personal information based on their responsibilities to provide products or services to you. Be assured that we maintain physical, electronic and procedural safeguards in compliance with federal standards to protect your information. Private client information will not be disclosed for any purposes of marketing and/or solicitation of business.
Upon instruction from you we will share information with parties you authorize.
Offer of ADV
Pursuant to the Securities Exchange Commission Brochure Rule 204-3, of the Investment Advisers Act of 1940, investment advisers are required to offer a copy of Form ADV, Part II to every advisory client on an annual basis. If you are interested in receiving a free updated copy of the ADV Part II, please send a written request to Elliott Davis Investment Advisors, 124 Verdae Boulevard, Suite 504, Greenville, SC 29607.