VETTED

Anthony M. Errico

Tel: 212-597-2249 684 Broadway Massapequa, NY 11758

Navigating wealth into a legacy.

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.

About Port Capital Management

We are stewards of your financial aspirations, committed to guiding you through the complexities of wealth management with impact, integrity, and independence.

See Disclosures

General Information

CRD#:

5679112

Firm CRD#:

330252

SEC File#:

N/A

Insurance License#:

N/A

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:

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

Registered Representative:

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 & Memberships

Securities Licenses:

Series 65, Series 63, Series 7, Series 66

Services

Investment Types:

Mortgages & Real Estate, Commodities, Stocks, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Email, Phone, Our Office, Your Home, Your Office, Our Offices, Video Conference

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

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

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

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1892692/wiseradvisor-port-capital-management-detailed-disclosure.html

Disclaimer

https://portcapitalmgmt.com/disclosures/

15 Years of Experience

CRD# 5679112 Firm CRD# 330252Insurance License# N/ASEC File# N/ASeries 65, 63, 7, 66

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record