During our 20 years in the industry we have built solid relationships and gathered valuable resources that enable us to look beyond the obvious municipal opportunities. Our approach to investing is designed to preserve wealth, mitigate risk and build for the future.

Privacy Policy

At W. H. Mell Associates, Inc. we recognize the importance of protecting the confidentiality of nonpublic personal information that we collect from our customers. The information is used to ensure accuracy in reporting and record keeping, to maintain our customers’ accounts, and to carry out requested transactions. We have policies in place to maintain the confidentiality and security of your personal information. This policy is provided to help you understand what information we collect and how we use that information to serve your account, working with our clearing firm Pershing, LLC.

Confidentiality and Security

We restrict access to non-public, personal information about you to those employees and agents who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards to protect your non-public, personal information.

Categories

Categories of information that W. H. Mell Associates, Inc. discloses and parties to whom W. H. Mell Associates, Inc. discloses:

  • We do not disclose any non-public personal information about our customers or former customers to anyone, except as permitted by law.

Categories of Information that W. H. Mell Associates, Inc. collects:

  • Information we receive from you on applications or other forms;
  • Information about your transactions with us, our affiliates or others; and
  • Information we receive from a consumer reporting agency.

Should you wish to discuss our privacy policies, please do not hesitate to call your representative at (908) 273-4550.

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