We offer secure, compliant shredding services tailored specifically for the financial services industry. Whether you operate independently or as part of a larger firm, we help you maintain compliance and client trust by ensuring confidential information is thoroughly destroyed.
Regulations from the Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and state laws require firms to properly dispose of non-public personal information (NPI). Failing to comply can result in fines and damage to your firm’s reputation.
We work with financial planners, investment firms, and advisors who need a trusted shredding partner. Our services include:
We’ll help you design a shredding solution that works with your workflow and meets the standards your industry demands.
We understand the unique privacy and compliance needs of financial professionals. Our team is trained, insured, and experienced in handling sensitive financial data. Your clients trust you with their most important information—it’s critical that your shredding vendor is just as trustworthy.
We also prioritize eco-friendly practices. All shredded paper is recycled, helping your firm support sustainability while staying compliant.
We proudly provide secure shredding services across:
From boutique advisors to large multi-office firms, SecureShred is a trusted partner in financial data security.
Stay compliant, secure, and efficient. Contact SecureShred to schedule a shredding consultation and get a free quote tailored to your financial advisory firm.
Shredding of confidential documents is the only way to ensure that your company is compliant with both state and federal laws.
After serving 20 years as a Police Lieutenant, where he supervised Detective Squads, Eric joined SecureShred 17 years ago. With his extensive law enforcement experience, Eric plays a key role in training our team to handle sensitive documents and ensuring our clients receive exceptional service. His many years of leadership at SecureShred have been instrumental to our success.
With 35 years of experience in waste management and sales, Carmen oversees route management, driver coordination, and ensures our trucks are on the road daily. Committed to delivering exceptional service, Carmen works tirelessly to ensure SecureShred’s clients receive reliable, efficient service while maintaining smooth day-to-day operations.
Anna brings over 36 years of experience in project management to SecureShred, where she oversees daily business activities, including scheduling, customer service, and office administration. By combining her strong organizational skills with a background in business management, she drives efficiencies and ensures excellent results.
Nancy’s proven track record of success in Sales and her passion for customer satisfaction aligns with SecureShred’s reputation for consistent service and building lasting client relationships. Nancy has 25 years of experience in Waste Management, Shredding, and Recycled Paper industries.