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Privacy Policy

CWR Private Client Group, LLC Privacy Policy

CWR Private Client Group is committed to ensuring your financial privacy. Each entity listed below has adopted a privacy policy and procedures (“Privacy Program”) Eaton Vance believes is reasonably designed to protect your personal information and to govern when and with whom Eaton Vance may share your personal information.

  • At the time of opening an account,  CWR Private Client Group generally requires you to provide us with certain information such as name, address, social security number, tax status, account numbers, and account balances. This information is necessary for us to both open an account for you and to allow us to satisfy legal requirements such as applicable anti-money laundering reviews and know-your-customer requirements.
  • On an ongoing basis, in the normal course of servicing your account, CWR Private Client Group may share your information with unaffiliated third parties that perform various services for CWR Private Client Group and/or your account. These third parties include transfer agents, custodians, broker/dealers and our professional advisers, including auditors, accountants, and legal counsel. CWR Private Client Group may additionally share your personal information with our affiliates.
  • We believe our Privacy Program is reasonably designed to protect the confidentiality of your personal information and to prevent unauthorized access to that information.
  • We reserve the right to change our Privacy Program at any time upon proper notification to you. You may want to review our Privacy Program periodically for changes by accessing the link on our homepage: www.cwrpcg.com

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This Privacy Notice supersedes all previously issued privacy disclosures and is effective January 1, 2020.

For more information about our Privacy Program or about how your personal information may be used please send a message through our website.

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636.626.7500

1480 Woodstone Dr. Suite 219

St. Charles, MO 63304

*Rob Read is registered with and investment advisory services are offered through Brokers International Financial Services LLC. Member SIPC. Brokers International Financial Services LLC is not an affiliate company.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

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