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WATERFORD ADVISORS, LLC
WATERFORD ADVISORS, LLC
ORCHARD PARK, New York
·
5 registered advisors
·
CRD# 119442
SEC# 801-62941
0
716-580-3906
01
Firm Overview
AUM
$300M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WATERFORD ADVISORS, LLC
5 registered advisors
Christina Marie Michalczak
ORCHARD PARK, New York
CRD# 5282570
Daniel Byles-Smith
ORCHARD PARK, New York
CRD# 6702916
David Thomas Hore
ORCHARD PARK, New York
CRD# 4700122
Gregory Leonard Kozerski
ORCHARD PARK, New York
CRD# 3125031
Michael D Harmer
ORCHARD PARK, New York
CRD# 6018998
05
Office Locations
ORCHARD PARK, New York
5 advisors
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Data sourced from SEC Form ADV filings. WATERFORD ADVISORS, LLC (CRD# 119442) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.