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

Insurance License#:

N/A

Name of Custodial Firm:

Charles Schwab

States Licensed in:

New York

Work Experience:

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

Port Capital (Founder): 2024 - Present

Work with the following types of clients:

Non-Profit Organizations, Businesses, Individual Investors

Foreign Languages Serviced:

N/A

Advisory Services Provided:

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

Services

Investment Types:

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

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

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

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

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: 7, 66, 65, 63

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