Privacy Notice

This Privacy Notice explains how Advisor Legacy, Inc. ("Advisor Legacy," "we," "us," or "our") handles personal information in connection with Legacy Choice websites, portals, marketplace membership, buyer and seller activities, communications, and related services.

We collect information you provide to us, information created through your use of Legacy Choice, and information we receive from other legitimate sources.

• Account and contact information, such as your name, organization, business address, email, telephone number, title, username, and authentication information.
• Membership and professional information, such as your marketplace role, membership level, affiliations, licenses, credentials, work history, regulatory status, and institutional relationships.
• Practice and transaction information, such as ownership, revenue, assets under management, aggregated client or household statistics, staffing, operations, acquisition criteria, financial capacity, valuation information, preferences, introductions, bids, diligence, financing, agreements, closing information, and fee calculations.
• Platform and device information, such as IP address, browser and device information, approximate location, cookies, logs, pages or listings viewed, searches, uploads, downloads, clicks, communications, and opportunity activity.
• Electronic acceptance records, such as the agreement or notice version, date, time, account identifier, IP address, and certification status.
• Information from Members, referral partners, broker-dealers, RIAs, custodians, lenders, attorneys, accountants, valuation providers, transaction participants, service providers, professional sources, and public sources.

We use information to operate Legacy Choice and provide the services you request. This includes creating and administering accounts; verifying eligibility; providing listings, matching, introductions, communications, diligence and transaction support; processing subscriptions and fees; keeping records of electronic acceptance; personalizing services; protecting security; preventing fraud and misuse; improving Legacy Choice; communicating with you; and complying with legal, regulatory, audit, and recordkeeping requirements.

We share information only as reasonably appropriate for Legacy Choice, an authorized transaction process, our business operations, or legal requirements. Depending on the situation, recipients may include authorized Members and transaction participants; attorneys, accountants, lenders, broker-dealers, RIAs, custodians, valuation providers, and closing participants; service providers that support hosting, security, analytics, communications, electronic signatures, documents, payments, customer support, automation, or AI; and authorities or other parties when required by law or reasonably necessary to protect rights, safety, security, or marketplace integrity.

We may also disclose information in connection with a financing, investment, reorganization, merger, sale, or other corporate transaction involving Advisor Legacy, subject to appropriate safeguards.

We do not sell personal information for money. If applicable law treats another activity as a sale, sharing, targeted advertising, or profiling, we will provide any notice, choice, consent, or opt-out required by that law.

Legacy Choice is designed to use aggregated, de-identified, or limited practice information during early evaluation. Do not upload unnecessary client names, account numbers, Social Security numbers, health information, authentication credentials, or other highly sensitive client-level information. If sensitive information is legitimately needed for advanced diligence, use approved secure channels and appropriate permissions, confidentiality protections, and regulatory safeguards.

We may use cookies and similar technologies for authentication, security, preferences, session management, and core Platform operation. We may also use optional technologies for analytics, measurement, or other disclosed purposes. Where required, choices may be provided through a cookie banner, browser settings, or other controls. Blocking necessary technologies may prevent parts of Legacy Choice from working properly.

We keep information for as long as reasonably necessary to provide services; maintain membership, acceptance, introduction, opportunity, transaction, fee, communication, security, and compliance records; resolve disputes; enforce agreements; and meet legal or regulatory requirements. The exact period depends on the type of information, the activity involved, transaction status, legal requirements, litigation holds, and backup practices.

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No system can be guaranteed completely secure. Members are responsible for protecting their credentials and should promptly report suspected unauthorized access or compromise. We may keep and use security logs and incident records to investigate issues, respond to incidents, comply with law, and improve safeguards.

Depending on where you live and subject to legal exceptions, you may have rights to request access, correction, deletion, portability, restriction, or an appeal; object to certain processing; opt out of certain sales, sharing, targeted advertising, or profiling; or withdraw consent. You may unsubscribe from marketing messages using the available controls. Necessary service, security, legal, and transaction communications may still be sent.

Submit privacy requests to info@advisorlegacy.com or through emailing info@advisorlegacy.com. We may need to verify your identity, account relationship, or an authorized agent's authority before completing a request. We will not unlawfully discriminate against you for exercising a privacy right.

Where applicable law requires a legal basis for processing, we rely as appropriate on performance of a contract, steps requested before entering a contract, legitimate interests, compliance with legal obligations, protection of rights and safety, and consent. When processing is based on consent, consent may be withdrawn prospectively, subject to legal and contractual limits.

Advisor Legacy operates from the United States. Information may be processed in the United States and in other locations where our service providers operate. We use safeguards required by applicable law for transfers of personal information.

Legacy Choice is intended for business professionals and is not directed to children under 18. We do not knowingly collect personal information from children through Legacy Choice.

Websites, applications, and services operated by other companies have their own privacy notices and practices. Review those notices before providing information to those services.

We may update this Privacy Notice from time to time. We will post the revised version with a new effective date and provide any additional notice or obtain consent when required by law. Material changes apply prospectively unless applicable law permits otherwise.

Contact Us

Advisor Legacy, Inc.
5440 Corporate Drive, Suite 205
Troy, Michigan 48098

info@advisorlegacy.com
248-328-4100