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Paladin Research Report For:

Anthony M. Errico

Port Capital Management

684 Broadway
Massapequa, NY 11758
212-597-2249

About Anthony M. Errico

Anthony Errico is a seasoned private wealth advisor with a distinguished 15-year career at Goldman Sachs, one of the world's leading financial institution. Specializing in wealth management for ultra-high-net-worth individuals he has extensive experience in guiding clients through their wealth creation events. Anthony's philosophy centers on building long-term relationships based on trust and transparency.

Beyond his professional achievements, Anthony is also actively involved in his community, volunteering his time and expertise to support various charitable organizations such as Island Harvest.

In his leisure time, Anthony enjoys spending quality time with his wife and two daughters.

See Disclosures

General Information

CRD#
  • 5679112
Firm CRD#
  • 330252
Insurance License#
  • N/A
Name of Custodial Firm
  • Charles Schwab
States Licensed in
  • New York
Years of Experience in Financial Services
  • 15
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
  • N/A
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
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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
  • Yes
Hourly Rate
  • N/A
Minimum Fee Charged for Hourly Planning Accounts
  • N/A

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/