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Daniel Byles-Smith

WATERFORD ADVISORS, LLC·ORCHARD PARK, New York
Clean record3 years registeredWATERFORD ADVISORS, LLC
3858 NORTH BUFFALO RD, ORCHARD PARK, NY 14127CRD# 6702916Firm CRD# 119442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Byles-Smith · ORCHARD PARK, NY
Registration
CRD #6702916 · WATERFORD ADVISORS, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

WATERFORD ADVISORS, LLC
Apr 2023 – present
02

Registrations & Exams

Registration record
First registered · April 14, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WATERFORD ADVISORS, LLC
CRD 119442 · SEC 801-62941
AUM
$300M
Regulatory assets under management
Employees
10
851 client accounts
Services offered by WATERFORD ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WATERFORD ADVISORS, LLC →
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Frequently Asked Questions

What services does Daniel Byles-Smith offer?
Daniel Byles-Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORCHARD PARK, New York for a consultation.
What are Daniel Byles-Smith's credentials?
Daniel Byles-Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Byles-Smith located?
Daniel Byles-Smith is based in ORCHARD PARK, New York, working with WATERFORD ADVISORS, LLC. Their office serves clients in the ORCHARD PARK metropolitan area and surrounding communities.
How does Daniel Byles-Smith charge for services?
Daniel Byles-Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERFORD ADVISORS, LLC?
WATERFORD ADVISORS, LLC has approximately 10 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WATERFORD ADVISORS, LLC

Christina Marie Michalczak
ORCHARD PARK, NY
CFP
Gregory Leonard Kozerski
ORCHARD PARK, NY
CFP
Michael D Harmer
ORCHARD PARK, NY
CFP

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