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Gregory Leonard Kozerski

WATERFORD ADVISORS, LLC·ORCHARD PARK, New York
SIE, Series 6, Series 7, Series 24, Series 63CFPClean record15 years registeredWATERFORD ADVISORS, LLC
3858 NORTH BUFFALO RD, ORCHARD PARK, NY 14127CRD# 3125031Firm CRD# 119442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Leonard Kozerski · ORCHARD PARK, NY
Registration
CRD #3125031 · WATERFORD ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

WATERFORD ADVISORS, LLC
Feb 2018 – present
WATERFORD ADVISORS, LLC
Nov 2010 – Dec 2010
WILLIAMSVILLE, NY
CADARET GRANT & CO INC
Aug 2010 – Apr 2025
Orchard Park, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · August 26, 2010
Years registered · 15
Professional designation · CFP
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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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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 at WATERFORD ADVISORS, LLC

Daniel Byles-Smith
ORCHARD PARK, NY
Christina Marie Michalczak
ORCHARD PARK, NY
CFP
Michael D Harmer
ORCHARD PARK, NY
CFP

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