FinSum Opt Out: AdvisorTarget Privacy Request Guide

To opt out of FinSum data held by AdvisorTarget, send a privacy request to privacy@broadridge.com or call the published toll-free number, (888) 237-7769. Identify FinSum/AdvisorTarget and specify whether you want sale opt-out, deletion or correction.

Its official privacy policy expressly lists these alternatives. The linked online request form loaded without usable fields during our November 9, 2026 inspection.

FinSum is the trading name used in AdvisorTarget's privacy statement. This guide covers that workflow in one place. A newsletter unsubscribe, browser cookie choice and request about financial-advisor data have different scopes. We inspected public sources without submitting personal information or testing a removal outcome.

Choose the request that matches your concern

AdvisorTarget's policy describes professional contact information, website activity and newsletter interactions. Its privacy-choices page says certain information about financial advisors is included in reports sold to clients. A record can therefore concern a professional role rather than a public people-search profile.

The same page distinguishes information processed for AdvisorTarget's own purposes from information handled as a service provider for a client. If a client controls the information, that client may need to answer the request. Name the relevant product or communication so your request reaches the right team.

Our opt-out guide hub keeps other controller workflows separate. Do not treat the shared Broadridge privacy mailbox as evidence that every product uses an identical deletion process.

Submit a request through the verified routes

1. Read the policy and identify the controller

Open the AdvisorTarget privacy statement on FinSum and Your Privacy Choices. Both describe the relevant company and distinguish account or newsletter activity from professional information used in reports.

The privacy-choices page links a Smartsheet request form. During our check the destination returned an empty page, without observable intake fields. That limitation is why the steps here use the alternative email, telephone and postal methods published in the policy. We have not verified a form submission or a confirmation screen.

2. State your request and minimum matching details

Email privacy@broadridge.com. A useful subject is FinSum/AdvisorTarget privacy request, followed by the action you want. Explain whether you want to opt out of sale, request deletion, correct a record or obtain information about processing.

The policy lists full name, email address and state or country of residence for identity verification, except for sale opt-out requests. If you have a notice or relevant business address, explain how it relates to the record. Do not send an unrelated financial statement or a collection of identity documents just to make the message look complete.

For example, ask the privacy team to stop selling your FinSum/AdvisorTarget professional information and explain whether deletion is also available. Request confirmation of the data scope and whether any necessary verification remains. Keep a copy of the final message, including the identifiers you actually supplied.

3. Use telephone or mail when needed

The policy publishes (888) 237-7769 as the toll-free rights-request number. If using it, ask how the team records the request, what reference you should retain and how to receive a written response. We did not call the number, so call availability and completion are not tested here.

The postal route names AdvisorTarget LLC, Attn: Chief Privacy Officer, 5 Dakota Drive, Suite 300, Lake Success, New York 11042, USA. Recheck the current policy before mailing. A delivery receipt can document delivery, but it does not establish that the requested database action has been completed.

Verification, deadlines and exceptions

The policy may require additional information to match a record. For access or deletion, it describes identity verification that may involve government identification. It also distinguishes proof of an agent's authority. Do not attach an unredacted ID to an initial email without asking about necessity and a secure submission method.

For an authorized agent, the policy instructs the person concerned to email the agent's name and address from their own mailbox. It says responses will include both addresses. If you are acting for someone else, use the provider's actual authorization process instead of claiming to be that person.

The checked pages do not establish one universal completion interval for every request. Ask for acknowledgment, the applicable response deadline and the reason for any extension. Annual request statistics are aggregate reporting; they do not predict the completion date of your case.

• Record your request type and submission date.
• Keep a request reference or delivery record.
• Reply only to verification connected to the official privacy route.
• Ask for a written explanation if some information is retained.
• Use the published contact methods to ask about an appeal where your residence provides that option.

The privacy-choices page notes exceptions for business purposes, client instructions and legal requirements. A partial denial is not the same as a failed delivery. Ask the company to distinguish retained information from information it has stopped selling or using for marketing.

Newsletter preferences and broader exposure

To stop a FinSum newsletter, use its unsubscribe link. The privacy-choices page also describes replying STOP to text messages where relevant. Those controls concern messages; they do not demonstrate that a professional record used in reports has been deleted.

Cookie preferences similarly concern browser tracking and advertising. If your concern is an identified advisor profile, say so expressly. Otherwise, a response about a browser preference may leave your main question unanswered.

Other financial and professional databases need separate requests. The PitchBook guide covers another financial-data workflow, while the ZoomInfo guide addresses a separate business-contact database. Only use those routes when they are relevant to your exposure.

A saved report or a separate client system can outlast a change at the original provider. Track each recipient that contacts you and ask it about its own copy. The general data-broker removal checklist can help organize those requests without treating one confirmation as universal erasure.

For an initial view of supported public exposure sources, use CrabClear's scan. A scan and an AdvisorTarget response answer different questions; neither should be substituted for the other.

Before supplying sensitive proof, use the identity-verification checklist to distinguish a matching request from unnecessary disclosure.

Questions about FinSum opt-out

Are FinSum and AdvisorTarget separate requests?

The checked privacy statement identifies AdvisorTarget LLC doing business as FinSum. This guide covers that named workflow. Mention both names in your request to reduce routing ambiguity; do not create duplicate submissions solely because the brand and legal entity differ.

Does Broadridge's mailbox mean I should request deletion of everything?

Be specific about the FinSum/AdvisorTarget records and actions you want. The published mailbox is a contact route, not evidence that all group companies share one database or that one request can erase every separate financial or service record.

Can I use the form if it works in my browser?

Yes, follow it from the official privacy-choices page and review the actual fields. Our inspection found no usable form, so we cannot document its current interface. Keep the receipt if you successfully submit it and avoid sending duplicate requests unnecessarily.

Will deletion stop all advisor-related marketing?

That result is not established. Other providers and independent recipients may hold the same business information. Ask which AdvisorTarget uses the response covers, and contact continuing senders separately with the relevant evidence.

What if the record belongs to a client system?

The privacy-choices page directs those requests to the company that controls the data. Ask the privacy team to identify that boundary if it is unclear. A processor relationship can change who is able to decide on deletion.

Sources and verification limits

Sources checked November 9, 2026: FinSum's current AdvisorTarget privacy statement, Your Privacy Choices and the linked Smartsheet destination. The official pages were readable and explicitly supplied the alternative request routes. The empty form remains an access limitation, not evidence of a working intake. No request, telephone call, identity verification or removal outcome was tested.