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The information you provide will be kept confidential and used solely to respond to your inquiry and manage your account if you become a client. D’Arcangelo Financial Advisors LLC may share your information with its employees and trusted professional advisors as necessary to provide services to you. We may also disclose information when required by law or regulatory authorities.

Confidentiality. The Parties hereto agree not to disclose to any other party and to keep confidential the terms and conditions of this Agreement and any amendment or supplement thereto. Notwithstanding the foregoing, D’Arcangelo Financial Advisors LLC may disclose Client information to such person(s) to include: (a) its employees, directors, agents, attorneys, accountants, and other professional advisors; (b) any governmental authority having jurisdiction over D’Arcangelo Financial Advisors LLC, or to the extent required in response to any court order or other governmental authority, or as otherwise required pursuant to any requirement of law; (c) any stock exchange, regulatory, or self-regulatory organization having authority over Client or D’Arcangelo Financial Advisors LLC, (which includes any broker-dealer with whom a D’Arcangelo Financial Advisors LLC investment adviser representative serves as a registered representative); and (d) any third party (such as Client’s CPA, attorney or other professional advisor) whom D’Arcangelo Financial Advisors LLC (in its sole discretion) deems it necessary to disclose such information to in connection with the management and servicing of the Account(s).

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Locations

510 Haight Ave, Suite 201 Poughkeepsie, NY 12603

770 Legacy Place, 2nd Fl

Dedham, MA 02026

Contact Us

(845) 473-8261 Poughkeepsie, NY

(781) 691-9841 

Dedham, MA

© 2025 D'Arcangelo Financial Advisors, LLC.

D'Arcangelo Financial Advisors is a New York state-registered investment advisor, also registered in MA, FL, CT, and NJ. Registration with these states or any regulating body does not imply a certain level of skill or training. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing on this site should be interpreted as personalized investment advice or an offer to buy or sell any securities.

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