Unclaimed Profile

Anthony M Errico

PORT CAPITAL MANAGEMENT LLC·MASSAPEQUA, New York

SIE, Series 3, Series 7, Series 57TO, Series 66Clean record2 years registeredPORT CAPITAL MANAGEMENT LLC

684 BROADWAY, MASSAPEQUA, NY 11758CRD# 5679112Firm CRD# 330252

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony M Errico · MASSAPEQUA, NY

Registration

CRD #5679112 · PORT CAPITAL MANAGEMENT LLC · 2 years registered

Brand Profile

Not yet started

Career History

PORT CAPITAL MANAGEMENT

Mar 2024 – present

THE AYCO COMPANY, L.P.

Jan 2024 – May 2024

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 57TO

Series 66

Registration record

First registered · January 2, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORT CAPITAL MANAGEMENT LLC

CRD 330252 · SEC 801-129779

AUM

$8M

Regulatory assets under management

Employees

5 client accounts

Services offered by PORT CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PORT CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Anthony M Errico offer?

Anthony M Errico specializes in Investment Management, Fee-Only Advisory. Contact their office in MASSAPEQUA, New York for a consultation.

What are Anthony M Errico's credentials?

Anthony M Errico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony M Errico located?

Anthony M Errico is based in MASSAPEQUA, New York, working with PORT CAPITAL MANAGEMENT LLC. Their office serves clients in the MASSAPEQUA metropolitan area and surrounding communities.

How does Anthony M Errico charge for services?

Anthony M Errico's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORT CAPITAL MANAGEMENT LLC?

PORT CAPITAL MANAGEMENT LLC has approximately 1 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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