Legal Information

Privacy Policy

Information We Receive

Crystal Cove CM LLC may receive information that visitors choose to submit through the Website, email, telephone, or other direct contact. This may include a name, company name, email address, phone number, business description, transaction objective, financing need, and other information included in an inquiry.

The Website may also collect basic technical information that browsers and hosting providers routinely make available, such as pages visited, device type, referring page, approximate location, and usage data used to maintain site performance and security.

How Information Is Used

Submitted information is used to evaluate a request, respond to the inquiry, communicate about advisory services, coordinate next steps, maintain business records, and improve the Website and related communications.

Crystal Cove CM LLC does not use submitted inquiry information for unrelated third-party advertising and does not sell submitted inquiry information.

Sharing Information

Information may be shared with service providers, professional advisors, affiliates, or securities-related partners when reasonably necessary to respond to an inquiry, support a requested service, comply with law, protect the Website, or evaluate a potential engagement.

Securities-related products and services are offered through Finalis Securities LLC, Member FINRA/SIPC. Information related to securities activities may be handled by Finalis Securities LLC under its own privacy and regulatory policies.

Security and Retention

Crystal Cove CM LLC uses reasonable administrative, technical, and organizational safeguards designed to protect information submitted through the Website. No method of transmission or storage is guaranteed to be completely secure.

Information is retained for as long as reasonably necessary for business, legal, compliance, and operational purposes.

Third-Party Sites and Updates

The Website may link to third-party websites, including regulatory, broker-dealer, or service-provider resources. Crystal Cove CM LLC is not responsible for the privacy practices, security, or content of third-party websites.

This Privacy Policy may be updated from time to time. Updates are effective when posted on this page.