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Michael D Harmer

WATERFORD ADVISORS, LLC·ORCHARD PARK, New York
Clean recordWATERFORD ADVISORS, LLC
3858 NORTH BUFFALO RD, ORCHARD PARK, NY 14127CRD# 6018998Firm CRD# 119442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael D Harmer · ORCHARD PARK, NY
Registration
CRD #6018998 · WATERFORD ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael D Harmer 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
Introduction

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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# 6018998
Firm CRD# 119442
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael D Harmer offer?
Michael D Harmer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORCHARD PARK, New York for a consultation.
What are Michael D Harmer's credentials?
Michael D Harmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael D Harmer located?
Michael D Harmer 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 Michael D Harmer charge for services?
Michael D Harmer'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
David Thomas Hore
ORCHARD PARK, NY
Gregory Leonard Kozerski
ORCHARD PARK, NY

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