Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: Custom Wealth Management
  • Street Address: 7293 Buckley Road
  • City: Syracuse
  • State, or Country if outside the US: NY
  • Zip Code: 13212

Submitted By

  • Name: Laura Funk
  • Title: Mrs.
  • Firm name (if different than entity): Constangy, Brooks, Smith & Prophete, LLP
  • Telephone Number: (248) 709-9385
  • Email Address: lfunk@constangy.com
  • Relationship to entity whose information was compromised: Attorney

Breach Information

  • Total number of persons affected (including residents): 2986
  • Total number of Maine residents affected: 1
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: July 15, 2024
  • Date Breach Discovered: October 07, 2024
  • Description of the Breach:
    • Other
  • Information Acquired - Name or other personal identifier in combination with:

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: November 04, 2024
  • Copy of notice to affected Maine residents: Custom_Wealth_Management_-_Regulatory_Notification_-_ME(11989828.2).pdf
  • Date of any previous (within 12 months) breach notifications:
  • Were identity theft protection services offered: Yes
  • If yes, please provide the duration, the provider of the service and a brief description of the service: IDX, 12 months, credit/dark web monitoring and an identity theft insurance policy.