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Heather Tracey Errigo

LYNX INVESTMENT ADVISORY, LLC·WASHINGTON, District of Columbia
Series 6, Series 65Clean record25 years registeredLYNX INVESTMENT ADVISORY, LLC
1100 CONNECTICUT AVENUE, NW, WASHINGTON, DC 20036CRD# 2737382Firm CRD# 111814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heather Tracey Errigo · WASHINGTON, DC
Registration
CRD #2737382 · LYNX INVESTMENT ADVISORY, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

CIBC PRIVATE WEALTH ADVISORS, INC.
Mar 2025 – present
LYNX INVESTMENT ADVISORY, LLC
Mar 2004 – Mar 2025
WASHINGTON, DC
ASB CAPITAL MANAGEMENT INC.
Oct 2000 – Mar 2004
WASHINGTON, DC
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 65
Registration record
First registered · October 1, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LYNX INVESTMENT ADVISORY, LLC
CRD 111814 · SEC 801-54969
AUM
$1.1B
Regulatory assets under management
Employees
12
231 client accounts
Services offered by LYNX INVESTMENT ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at LYNX INVESTMENT ADVISORY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Heather Tracey Errigo offer?
Heather Tracey Errigo specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Heather Tracey Errigo's credentials?
Heather Tracey Errigo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Tracey Errigo located?
Heather Tracey Errigo is based in WASHINGTON, District of Columbia, working with LYNX INVESTMENT ADVISORY, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Heather Tracey Errigo charge for services?
Heather Tracey Errigo's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LYNX INVESTMENT ADVISORY, LLC?
LYNX INVESTMENT ADVISORY, LLC has approximately 12 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LYNX INVESTMENT ADVISORY, LLC

Adrian Bohdan Kutko
WASHINGTON, DC
Peter Joseph Tanous
WASHINGTON, DC
Roger Sudhir Desai
WASHINGTON, DC

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CFP

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