A copy of the Miller Gesko Form ADV Part II is available to its investment advisory clients upon request to Henry Z. Urban, Jr., c/o Miller Gesko, 237 Main Street, Suite 600, Buffalo, NY 14203
We at Miller Gesko would be unable to function without the trust of our clients. One of the most important ways that we build and protect that trust is through our rigid adherence to strict privacy and confidentiality guidelines.
To meet regulatory and legal requirements, we must obtain specific financial and personal information from you or other sources, with your authorization.
For current and former clients, we do not disclose any information obtained in the course of our operation except as required by law. We never rent or sell any information relating to any of our clients. Some disclosures are necessary, however. Permitted disclosures include, for instance, providing information to our employees and, in certain situations, to unrelated third parties who need to know that information in order to assist us in providing services to you. An example of this would be to the custodians, like Fidelity, who handle the stock trades. The recipients of this information are required to protect the confidentiality and security of the information and may not reuse it for any other purpose.
We retain records relating to the services we provide so that we are better able to serve you. In order to protect the confidentiality of these records, we maintain physical, electronic and procedural safeguards that comply with our standards.
Thank you for your trust.