Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: Veris Wealth Partners
  • Street Address: 17 State Street, Suite 2450
  • City: New York
  • State, or Country if outside the US: New York
  • Zip Code: 10004

Submitted By

  • Name: Richard Chen
  • Title: General Counsel
  • Firm name (if different than entity):
  • Telephone Number: 212-349-4172
  • Email Address: rchen@veriswp.com
  • Relationship to entity whose information was compromised: General Counsel

Breach Information

  • Total number of persons affected (including residents): 365
  • Total number of Maine residents affected: 13
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: 12/30/2020 - 02/03/2021
  • Date Breach Discovered: 03/25/2021
  • Description of the Breach:
    • External system breach (hacking)
  • Information Acquired - Name or other personal identifier in combination with: Financial Account Number or Credit/Debit Card Number (in combination with security code, access code, password or PIN for the account)

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: 04/23/2021
  • Copy of notice to affected Maine residents: Veris Wealth Partners - Notice of Data Event - ME - Exhibit 1.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: 12 months, IDX, Credit monitoring, CyberScan monitoring, $1,000,000 identity theft insurance reimbursement policy, and fully managed ID theft recovery services.