Broker Check

Privacy Policy

ETHOS Strategic Partners, LLC
Effective Date: October 17, 2026
Last Updated: October 17, 2026

1. Introduction
ETHOS Strategic Partners, LLC (“ETHOS,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us.
This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website at www.ethosstrategicpartnersllc.com (the “Website”) or communicate with us through our Website.

This Policy applies to information collected through our Website and related online interactions. It does not replace any separate privacy notices that may apply to individuals who receive financial, investment advisory, brokerage, insurance, or other professional services.

2. Information We Collect
Information You Provide to Us
When you complete a contact form, request information, schedule a meeting, or otherwise communicate with us through our Website, we may collect information such as:

  • Name
  • Email address
  • Mailing address
  • Telephone number
  • The contents of your message or inquiry
  • Other information you voluntarily provide

Please do not submit Social Security numbers, financial account numbers, account credentials, or other sensitive financial information through general Website forms. If we need sensitive information to provide services, we will direct you to an appropriate method of communication or secure information exchange.

Information Collected Automatically
When you visit our Website, certain technical information may be collected automatically, depending on the Website's configuration and the technologies in use. This may include your IP address, browser type, device information, operating system, pages visited, and the dates and times of your visits.We may use this information to understand Website usage, maintain and improve Website functionality, and help protect the Website from unauthorized activity.

Cookies and Similar Technologies
Our Website or its service providers may use cookies and similar technologies to support Website functionality, analyze traffic, and improve the visitor experience.You may be able to manage cookies through your browser settings or any cookie preference tools available on our Website. Disabling cookies may affect certain Website features.

3. How We Use Information
We may use information collected through our Website to:

  • Respond to questions, inquiries, and requests.
  • Communicate with you about our services.
  • Schedule meetings and consultations.
  • Provide information you have requested.
  • Operate, maintain, and improve our Website.
  • Understand how visitors interact with our Website.
  • Maintain security and help prevent fraud or misuse.
  • Comply with applicable legal and regulatory obligations.
  • Protect our rights and resolve disputes.

We use information in accordance with this Policy and applicable law.

4. How We Share Information
We do not disclose personal information collected through our Website except as described in this Policy, with your authorization, or as otherwise permitted or required by law.

We may share information in the following circumstances:

  • Service providers. We may share information with third-party providers that help us operate and maintain our Website or conduct our business, such as Website hosting, technology, communications, scheduling, and analytics providers. These providers may access information as necessary to perform services on our behalf, subject to applicable requirements.
  • Legal and regulatory obligations. We may disclose information when necessary to comply with applicable law, regulation, legal process, or lawful governmental requests, or to protect our rights, property, and the safety of others.
  • Business transactions. Information may be transferred in connection with a merger, acquisition, reorganization, or sale of all or part of our business, subject to applicable law.
  • With your authorization. We may share information with third parties when you direct us to do so or otherwise authorize the disclosure.
  • Aggregated information. We may use or share aggregated or de-identified information that does not reasonably identify an individual for lawful business purposes, including Website analysis and improvement.

We do not make any representation in this Policy about advertising-related data sharing until our Website's actual tracking and advertising technologies have been verified.

5. Financial Services and Client Privacy
ETHOS Strategic Partners, LLC provides financial services. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. ETHOS Strategic Partners, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Information collected through our Website is distinct from information that may be collected in connection with an investment advisory, brokerage, insurance, or other financial-services relationship.

If you become a client or receive financial services, your information may be subject to additional privacy notices, confidentiality obligations, and applicable federal and state financial privacy laws. We will provide separate notices when required.

This Website Privacy Policy does not replace or modify any applicable financial-services privacy notice.

6. Information Security and Retention
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information within our control against unauthorized access, use, disclosure, alteration, or destruction.

No method of transmitting or storing information electronically is completely secure, and we cannot guarantee absolute security.

We retain information for as long as reasonably necessary for the purposes described in this Policy, including responding to inquiries, maintaining business records, complying with legal and regulatory obligations, resolving disputes, and protecting our rights. Information may be retained longer when required or permitted by law.

7. Your Privacy Rights and Choices
Depending on your state of residence and applicable law, you may have rights concerning personal information collected through our Website, including the right to request access to, correction of, or deletion of certain information.

These rights may be subject to applicable exceptions, verification requirements, and legal or regulatory record-retention obligations.

You may contact us using the information in Section 11 to ask questions or submit a privacy-related request.

If you receive marketing emails from us, you may opt out using the unsubscribe instructions provided in those messages. We may continue to send communications necessary to respond to your inquiries or conduct other legitimate business activities.

8. Third-Party Websites and Services
Our Website may contain links to third-party websites, applications, or services. These third parties operate independently and maintain their own privacy policies and practices.

We are not responsible for the privacy or security practices of third-party websites or services. We encourage you to review their privacy policies before providing personal information.

9. Children's Privacy
Our Website is intended for a general audience and is not directed toward children under 13. We do not knowingly collect personal information directly from children under 13 through our Website without the parental consent required by applicable law.

If we learn that personal information has been collected from a child under 13 in violation of applicable law, we will take appropriate steps to address the information.

10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our Website, business practices, technology, or legal obligations.

We will update the “Last Updated” date when changes are made and provide additional notice when required by law. We encourage you to review this Policy periodically.

11. Contact Us
If you have questions about this Privacy Policy or wish to make a privacy-related request, please contact us:
ETHOS Strategic Partners, LLC
70 Wells Avenue, Suite 202
Newton, MA 02459

Telephone: 617-219-9735
Email: cmahoney@ethosstrategicpartnersllc.com
Website: www.ethosstrategicpartnersllc.com