linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Heather Tracey Errigo

Lynx Investment Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Heather? Claim Your Profile

About Heather Tracey Errigo

Heather Tracey Errigo is a financial advisor with over 25 years of experience. Heather currently works at Lynx Investment Advisory, LLC. Heather holds Series 6 and Series 65 licenses and is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Heather also has experience at Chevy Chase Financial Services in Bethesda, MD. Heather's clients include high-net-worth individuals, charitable organizations, non-profits, and pension and profit-sharing plans. Heather provides financial planning, performance measurement, asset allocation, and portfolio management services.

Firm Information

Heather Errigo is currently registered with Lynx Investment Advisory, LLC. Lynx Investment Advisory, LLC is an investment advisory firm located in Washington, DC. The firm provides a range of services to individuals, high-net-worth individuals, non-profits, educational entities, charitable organizations, pension plans, and pooled investment vehicles. The firm has approximately $1 billion in assets under management.
Lynx Investment Advisory, LLC

1100 CONNECTICUT AVENUE, NW

WASHINGTON, DC 20036

$1.08B

Assets Under Management

3

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

performance measurement, asset allocation

Performance measurement, asset allocation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Heather Errigo’s Registration & Firm History

DC

01/10/2022 - Present

Lynx Investment Advisory, LLC (WASHINGTON DC)

MD

01/02/2000 - 09/24/2001

CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)

Not sure if Heather Tracey Errigo is right for you?

Licenses & Designations

IA

Issued 04/10/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Tracey Errigo.
Not sure if Heather Tracey Errigo is right for you?