AnthonyM. Errico- Financial Advisor Massapequa, NY

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About Anthony M. Errico

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General Information

CRD#

5679112

Firm CRD#

330252

Insurance License#

Name of Custodial Firm

Charles Schwab

States Licensed in

New York

Years of Experience in Financial Services

Work Experience

Goldman Sachs & Co (Vice-President): 2009 - 2024

Port Capital (Founder): 2024 - Present

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Tax Advice and Services, Education Funding and Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 7, Series 66

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

500,000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

Hourly Rate

Minimum Fee Charged for Hourly Planning Accounts

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892692/paladinregistry-Port-Capital-Management-detailed-disclosure.html

Disclaimer

https://portcapitalmgmt.com/disclosures/

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Paladin Research Report For:

Anthony M. Errico

Port Capital Management