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Terms and Conditions for SMS Communications

Notaro Wealth Advisory (“NWA” or the “Advisor”) is a D.B.A. for the company Vector Asset Management LLC. 

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Consent for SMS Communication

Information obtained as part of the SMS consent process will not be shared with other parties.

 

Types of SMS Communications

If you have consented to receive text messages from Notaro Wealth Advisory you may receive text messages related to our services or opportunities. Below are examples: 

  • "Weekly Investment Summary - the weekly change in your portfolio value was $xx"

  • "Are you available this week for a quick call? If so, please use my website calendar to schedule a time that works for you.  https://www.notarowealthadvisory.com/appt"

  • "Your check was sent out yesterday. Please let me know if you do not receive it soon."

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Standard Messaging Disclosures
  • Thank you for opting into SMS messages from Notaro Wealth Advisory. Messaging frequency may vary (estimated 1-4 a month or less). To opt out at any time reply STOP. For HELP, email info@notarowealthadvisory.com, or call 212-859-0280 (message and data rates may apply), or visit www.notarowealthadvisory

  • Thank you for opting out of SMS messages from Notaro Wealth Advisory. You will not receive any further SMS communication. To opt back in at any time reply START.

  • Thank you for contacting Notaro Wealth Advisory. We will respond shortly to provide the support you need. You can also contact us by email at info@notarowealthadvisory.com, phone 212-859-0280 (message and data rates may apply), or visit www.notarowealthadvisory.com We look forward to helping you.

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This company will not sell, transfer, share, or distribute the personal information that is collected without your consent unless required by a judge with a court order.

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Notaro Wealth Advisory reserves the right to change the terms at any time. 

 

Updated: September 26, 2024

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Notice to Residents of Japan: Notaro Wealth Advisory is a U.S. Registered Investment Advisor and is not registered with the Japan Financial Services Agency (FSA). The information on this website is intended solely for residents of the United States and does not constitute an offer, solicitation, or advice to any person residing in Japan.

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