PRIVACY DISCLOSURE DOCUMENT

Strada Wealth Management’s primary client goal is to protect your privacy.

To conduct regular business, we may collect nonpublic personal information from sources such as:

• Information reported by you on applications or other forms you provide to us.

• Information about your transactions with us, our affiliates, or others.

As the Firm shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.

To provide the utmost in service, we may disclose the information below regarding customers and/or former customers, as necessary, to companies to perform certain services on our behalf or to other financial institutions with whom we have joint marketing agreements, or as required by law.

• Information the firm receives from clients on applications (name, social security number, address, assets, etc.)

• Information about client transactions with our firm or others (account information, payment history, parties to transactions, etc.)

At times, we may disclose nonpublic personal information to affiliated or nonaffiliated third parties. We may share any of the information that we collect as described above. We may disclose nonpublic personal information about you to the following types of affiliated or nonaffiliated third parties:

• Financial service providers such as mortgage brokers, insurance companies, or broker dealers

Information Safeguarding

SWM will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.

WEBSITE DisclosureS

This website is a publication of Strada Wealth Management. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website does not involve the rendering of personalized investment advice and should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

Strada Wealth Management is registered as an investment adviser with the state of Florida and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark.

The content of this website is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

SOCIAL MEDIA DISCLOSURES

FACEBOOK DISCLOSURE

• Clicking the Like button does not constitute a testimonial for or endorsement of Strada Wealth Management or any member of the firm. This is the only mechanism available to circulate our Facebook page. “Like” is not meant in the traditional sense. Posts must refrain from recommending investment advisory services or providing testimonials for Strada Wealth Management or any member of the firm, since they are strictly prohibited by securities regulators. Please understand that we are required to delete such posts, since this is a regulatory requirement. Should you wish to convey an opinion to us, please send an email to info@stradamanagement.com. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or advisor cannot be answered and may be removed from the page.

• Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. 

• Information provided is general in nature and does not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

• Information on this Facebook page is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this Facebook page are provided as a convenience, and we disclaim any responsibility for information, services or products found on pages linked hereto.

• Strada Wealth Management is registered as an investment advisor with the state of Florida and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.

LINKEDIN DISCLOSURE

• Posts must refrain from recommending investment advisory services or providing testimonials for Strada Wealth Management or Jennifer Failla, since they are strictly prohibited by the securities regulators. Please understand that we are required to delete such posts, since this is a regulatory requirement. Should you wish to convey an opinion to us, please send an email to info@stradamanagement.com. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or advisor cannot be answered and will be removed from the page.

• Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. 

• Information provided is general in nature and does not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

• Information on this LinkedIn page is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services or products found on pages linked hereto.

• Strada Wealth Management is registered as an investment advisor with the state of Florida and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.