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THE WATERFORD GROUP, LLC
THE WATERFORD GROUP, LLC
ROCHESTER, New York
·
3 registered advisors
·
CRD# 155738
SEC# 801-72033
2
(585) 434-0646
01
Firm Overview
AUM
$39M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at THE WATERFORD GROUP, LLC
3 registered advisors
Brian Patrick Costello
ROCHESTER, New York
CRD# 1858915
Mary Katherine O'brian
ROCHESTER, New York
CRD# 5880609
Michael John Merriman
ROCHESTER, New York
CRD# 5880608
05
Office Locations
ROCHESTER, New York
3 advisors
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Data sourced from SEC Form ADV filings. THE WATERFORD GROUP, LLC (CRD# 155738) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.