Privacy Policy
This policy explains what information Intersection Advisory, LLC collects, why we use it, how long we retain it, and how to contact us about your privacy choices.
Information we collect
We collect information you provide directly through our forms and communications, including name, email address, phone number, firm details, and any message content submitted through contact, service inquiry, newsletter, or career-related forms.
If you opt in to SMS communications, we also store your opt-in status and related messaging preferences so we can send service updates and reminders and honor opt-out requests.
How we use information
We use personal information to respond to requests, provide advisory services, schedule calls, deliver requested insights, send newsletters to subscribers, and improve site performance and user experience.
We may use data for operational, security, compliance, and record-keeping purposes related to running our business.
Cookies, analytics, and tracking
We use cookies and similar technologies to support website functionality and measure engagement. This includes analytics tooling such as Google Analytics 4 (GA4) when enabled in our environment.
Browser settings can be used to control cookies; disabling cookies may affect some features.
Third-party tools and service providers
We work with trusted service providers that help us operate our website and communications. Depending on configuration, this may include CRM and communications systems such as HubSpot, hosting providers, analytics providers, and email/SMS delivery vendors.
These providers process information on our behalf under contractual or operational controls appropriate to their role.
Retention
We retain personal information only as long as needed for the purposes described in this policy, including servicing active relationships, honoring communication preferences, and meeting legal or compliance obligations.
When information is no longer needed, we delete or anonymize it according to our internal retention practices.
Your choices and rights
You may request access, correction, or deletion of your personal information, subject to applicable legal requirements. You can unsubscribe from marketing emails using the unsubscribe link in those messages.
For SMS, reply STOP at any time to opt out, or HELP for assistance. Mobile opt-in and consent data are not sold to third parties.
Contact and updates
If you have privacy questions or requests, contact Intersection Advisory, LLC at hello@intersectionadvisory.com or write to 7901 4th St N, Ste 300, St. Petersburg, FL 33702.
We may update this policy as our practices or legal requirements evolve. The latest version is posted at /privacy-policy.
Privacy Policy
This page explains how Intersection Advisory, LLC collects, uses, protects, and shares personal information.
Last Updated: March 1, 2026
1. Introduction
Intersection Advisory, LLC ("Intersection Advisory," "we," "our," or "us") is committed to protecting your privacy. This Privacy Policy applies to our website at https://intersectionadvisory.com and to our related communications, including email, phone, and SMS.
2. Information We Collect
We may collect information you provide directly, including your name, email, phone number, firm information, professional background, and the contents of form submissions or messages. We may also collect technical data such as device type, browser information, IP address, pages viewed, and referral sources.
3. How We Use Information
Intersection Advisory, LLC uses information to respond to inquiries, deliver advisory services, provide requested updates, send relevant communications, improve website performance, and comply with legal obligations.
4. SMS and Mobile Information
If you opt in to SMS communications from Intersection Advisory, LLC, you may receive service updates, appointment reminders, and occasional promotional messages.
- Program Name: Intersection Advisory SMS Communications
- Message Frequency: Message frequency varies; you may receive up to 10 messages per month.
- Rates: Message and data rates may apply based on your wireless plan.
- Opt-Out: Reply STOP at any time to cancel SMS messages.
- Help: Reply HELP for assistance, or email hello@intersectionadvisory.com.
Mobile Data Commitment: No mobile information will be shared or sold with third parties or affiliates for their own marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with third parties.
5. Sharing of Information
We may share information with trusted service providers who help us operate our business (for example hosting, analytics, CRM, or communications providers), subject to confidentiality and contractual safeguards. We may also disclose information when required by law or to protect rights and safety.
6. Cookies and Analytics
Our site uses cookies and similar technologies to support functionality, measure site usage, and improve user experience. You can control cookie settings through your browser. Disabling cookies may affect certain features.
7. Your Choices
You may request access, correction, or deletion of your personal information, subject to applicable law and record-keeping obligations. You may also unsubscribe from marketing email communications using the unsubscribe link in those messages.
For complete legal language currently used by Intersection Advisory, LLC, you can also review the in-app legal pages at /privacy-policy and /terms.