Heather Tracey Errigo

Employer firm

Cibc Private Wealth Advisors, Inc. CRD 109644

$67.8B regulatory AUM 2,160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → 03/2025
  Lynx Investment Advisory, Llc
  Washington, DC
• 03/2025 → Present
  Cibc Private Wealth
  Washington, DC

Previous Registrations

• 2004-03-01 → 2025-03-19
  Lynx Investment Advisory, Llc
  Washington, DC
• 2000-10-01 → 2004-03-15
  Asb Capital Management Llc
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-10

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Heather Nowell Tracey
• Heather Nowell Tracey
• Heather Tracy Errigo