Colleen Weber CPA LLC is a federal SEC registered investment adviser. Colleen Weber CPA LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Colleen Weber CPA LLC and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.
Social Websites The Advisor may utilize third-party websites that include social media websites, blogs and other interactive content. The Advisor considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, the Advisor may retain a copy of information that Advisor or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Advisor or the Advisor’s applicable regulatory jurisdictions. Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by the Advisor’s advisory persons after entering into an advisory agreement and provided the Advisor with all requested information about your background.
Email Communications The Advisor often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. The Advisor makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. As a registered investment advisor, Advisor’s emails are subject to inspection by the Chief Compliance Officer of the Advisor and its regulators. If you have received an email from the Advisor in error, we ask that you contact the sender and destroy the email and its contents.
