1865 Veterans Park Drive Suite 203

Naples, FL 34109

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239-449-6151

Aristotle Advisors, LLC of Naples, FL was formed to expand the services offered to Nici Law Firm clients and to prospectively protect them from abuses within the financial services marketplace.
Aristotle Advisors, LLC of Naples, FL was formed to expand the services offered to Nici Law Firm clients and to prospectively protect them from abuses within the financial services marketplace.

Privacy Policy

Privacy Policy

Aristotle Advisors, LLC respects the privacy of all clients and prospective clients, both past and present. It is recognized that you have entrusted our firm with non-public personal information and it is important that both access persons and clients are aware of firm policy concerning what may be done with that information.

The firm collects personal information about clients from the following sources:

  • Information clients provide to our firm to complete their plan or offer recommendation;
  • Information clients provide in engagement agreements, account applications, and other documents completed in connection with the opening and maintenance of their accounts;
  • Information clients provide verbally; and
  • Information received from service providers, such as custodians, about client transactions.

The firm does not disclose non-public personal information about our clients to anyone, except in the following circumstances:

  • When required to provide services our clients have requested;
  • When our clients have specifically authorized us to do so;
  • When required during the course of a firm assessment (i.e., independent audit); or
  • When permitted or required by law (i.e., periodic regulatory examination).

Within the firm, access to client information is restricted to personnel that need to know that information. All access persons and service providers understand that everything handled in firm offices are confidential and they are instructed to not discuss client information with someone else that may request information about an account unless they are specifically authorized in writing by the client to do so. This includes, for example, providing information about a spouse’s IRA account or to adult children about parents’ accounts, etc.

To ensure security and confidentiality, the firm maintains physical, electronic, and procedural safeguards to protect the privacy of client information.

The firm will provide you with its privacy policy on an annual basis per federal law and at any time, in advance, if firm privacy policies are expected to change.

Contact us at:
Aristotle Advisors, LLC
1865 Veterans Park Drive Suite 203
Naples, FL 34109

About Us
Aristotle Advisors, LLC was formed to expand the services offered to Nici Law Firm clients and to prospectively protect them from abuses within the financial services marketplace.
  • Copyright © 2024 Aristotle Advisors, LLC. All Rights Reserved.
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  • 1865 Veterans Park Drive Suite 203 Naples, FL 34109
  • 239-449-6151
  • 877-646-0561
Advisory Services offered through Envision Financial Transparency, LLC., a Registered Investment Adviser.

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