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Gregory Leonard Kozerski

WATERFORD ADVISORS, LLC·ORCHARD PARK, New York
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3858 NORTH BUFFALO RD, ORCHARD PARK, NY 14127CRD# 3125031Firm CRD# 119442
01

About

Gregory Leonard Kozerski is a registered financial advisor based in ORCHARD PARK, New York, affiliated with WATERFORD ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WATERFORD ADVISORS, LLC
WATERFORD ADVISORS, LLC
AUM
$300M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WATERFORD ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 3125031
Firm CRD# 119442
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Leonard Kozerski offer?
Gregory Leonard Kozerski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORCHARD PARK, New York for a consultation.
What are Gregory Leonard Kozerski's credentials?
Gregory Leonard Kozerski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Leonard Kozerski located?
Gregory Leonard Kozerski 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 Gregory Leonard Kozerski charge for services?
Gregory Leonard Kozerski'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 in ORCHARD PARK
Neil Vincent Farrell — FARRELL FINANCIAL LLCDaniel Byles-Smith — WATERFORD ADVISORS, LLCMichael D Harmer — WATERFORD ADVISORS, LLCJason Joseph Weber — SILVER GROVE FINANCIAL GROUP, INC.Ryan Daniel Seufert — SILVER GROVE FINANCIAL GROUP, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
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