Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: Prio Wealth LP
  • Street Address: 265 Franklin Street, Suite 2001
  • City: Boston
  • State, or Country if outside the US: MA
  • Zip Code: 02110

Submitted By

  • Name: Jake Bernstein
  • Title: Partner
  • Firm name (if different than entity): K&L Gates LLP
  • Telephone Number: 2063707608
  • Email Address: Jake.Bernstein@klgates.com
  • Relationship to entity whose information was compromised: Attorney

Breach Information

  • Total number of persons affected (including residents): 1047
  • Total number of Maine residents affected: 71
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: 03/05/2022
  • Date Breach Discovered: 03/28/2022
  • Description of the Breach:
    • Other
    • If other, please specify: Third-party vendor experienced data breach of Prio's customers' custodial account name and number only
  • 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: 04/06/2022
  • Copy of notice to affected Maine residents: Individual Notice Letter.pdf
  • Date of any previous (within 12 months) breach notifications:
  • Were identity theft protection services offered: No
  • If yes, please provide the duration, the provider of the service and a brief description of the service: