Privacy Notice
Effective Date: 11/2025
Eden Advisory Services LLC
187 Wolf Rd Suite 300
Albany, NY 12205
518-977-3771
nick@edenasc.com
www.edenasc.com
Commitment to Privacy
At Eden Advisory Services LLC, protecting your privacy is a top priority. As a New York State–registered investment advisory firm, we are committed to maintaining the confidentiality, integrity, and security of your personal information in compliance with applicable privacy and telecommunications laws, including A2P (Application-to-Person) messaging regulations.
Information We Collect
We collect non-public personal information in the course of providing advisory and communication services, including:
Information you provide on forms or through our website (e.g., name, address, phone number, email, financial information, investment goals).
Information related to your transactions with us (e.g., account activity, balances, holdings).
Information received from authorized third parties such as custodians, accountants, or other advisors.
How We Use Your Information
Your information may be used to:
Deliver personalized investment and advisory services.
Maintain your accounts and process transactions.
Communicate updates, reminders, and account-related notifications via email, SMS, or phone.
Enhance our services and client experience, which may include AI-based voice or text communications for transactional or informational purposes.
Comply with legal and regulatory obligations.
You may receive automated messages that are partially or fully generated by AI systems to assist with scheduling, account updates, or service confirmations. These communications are
monitored and reviewed for accuracy and compliance.
Your Consent to Communications
By providing your contact information, you consent to receive electronic and voice communications from Eden Advisory Services LLC, including transactional and informational messages related to your account, services, or inquiries.
Message frequency may vary.
Message and data rates may apply.
Reply HELP for assistance or STOP to opt out of text communications at any time.
Opting out of text messages will not affect your ability to receive critical account notifications through other channels.
AI-Assisted Communications
Some messages, emails, or voice calls from Eden Advisory Services LLC may be generated or facilitated by artificial intelligence (AI) systems. These systems are designed to provide timely, accurate, and compliant responses. All AI communications are reviewed and supervised by our advisory team to ensure they align with our professional and fiduciary standards.
Sharing of Information
We do not sell your personal information. We may share it only:
With service providers who support our operations (e.g., custodians, compliance consultants, IT providers).
With your permission or at your direction (e.g., attorney, CPA).
When required by law or regulation.
All third parties must agree to safeguard your information and use it solely for the purposes disclosed.
Safeguarding Your Information
We maintain physical, electronic, and procedural safeguards consistent with industry standards to protect your personal data. Access is limited to employees and service providers who require it to perform their duties.
Data Retention
We retain personal data only as long as necessary to provide services, fulfill legal obligations, or maintain business records. When data is no longer required, it is securely deleted or
anonymized.
Cookies and Online Tracking
Our website may use cookies, pixels, or tracking technologies to improve your browsing experience and analyze traffic. You can disable cookies in your browser settings. We do not
collect personally identifiable information through these tools unless you voluntarily provide it.
Third-Party Integrations
We may use secure third-party platforms for communication, scheduling, and data processing (such as AI voice systems, SMS gateways, or CRM tools). These providers are contractually required to protect your information and comply with applicable privacy and data protection standards.
Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect or maintain personal information from minors.
Former Clients
If you cease to be a client, we will continue to protect your information in accordance with this Privacy Notice.
Your Rights and Contact Information
You may contact us at any time to request access to, correction of, or deletion of your personal data, or to adjust your communication preferences.
Contact Us:
Eden Advisory Services LLC
187 Wolf Rd Suite 300
Albany, NY 12205
518-977-3771
nick@edenasc.com
www.edenasc.com
We will notify you of any material changes to this notice as required by law.
Governing Law
This Privacy Notice is governed by the laws of the State of New York. Any disputes arising under this notice shall be resolved in accordance with those laws.