Anthony M. Errico

PORT CAPITAL MANAGEMENT

MASSAPEQUA, NY 11758

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CRD#: 5679112

Professional summary

Anthony Michael Errico, who also goes by Anthony M Errico, is a registered financial advisor currently at PORT CAPITAL MANAGEMENT located in Massapequa, New York.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Anthony has worked at 3 firms and has passed the Series 66, Series 57TO, Series 3, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony M Errico

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Michael Errico's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 28, 2024 - Present

PORT CAPITAL MANAGEMENT

Office #1: 684 Broadway, Massapequa, NY 11758

RIA

CRD#: 330252

MASSAPEQUA, NY

Past

January 2, 2024 - May 9, 2024

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

NEW YORK, NY

Past

June 4, 2014 - May 9, 2024

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(3/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/28/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

Series 3

Date: 9/26/2020

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2014

General Securities Representative Examination

Current Firm

PORT CAPITAL MANAGEMENT

PORT CAPITAL MANAGEMENT | PORT CAPITAL MANAGEMENT LLC

CRD#: 330252 / SEC#: 801-129779

RIA

Registered Investment Advisory firm - (10/1/2024 Terminated)

New York

Registered Investment Advisory firm - (9/20/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

684 Broadway, Massapequa, NY 11758

Mailing Address

Phone number

(212) 597-2249

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 11,008,696

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Anthony M. Errico

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Michael Errico's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORT CAPITAL MANAGEMENT

GOLDMAN SACHS WEALTH SERVICES, L.P.

GOLDMAN SACHS & CO. LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/28/2023

Series 57TO

Date: 1/2/2023

Series 3

Date: 9/26/2020

SIE

Date: 10/1/2018

Series 7

Date: 6/4/2014

Current Firm

PORT CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PORT CAPITAL MANAGEMENT

TRUST BUT VERIFY

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