Waterford Advisors, LLC

Waterford Advisors, LLC (CRD# 119442) is a financial advisory firm headquartered in Orchard Park, NY. They manage $300,330,770 in 851 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3858 North Buffalo Rd, Suite 2, Orchard Park, NY 14127
https://waterfordadv.com/
By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    851
    ACCOUNTS
  • Average Account Value
    $352,915
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Waterford Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Byles-Smith, financial advisor Orchard Park NY
Daniel Byles-Smith
CRD#: 6702916
3858 North Buffalo Rd, Suite 2, Orchard Park, NY 14127

Daniel Byles-Smith (CRD# 6702916) is an Investment Advisor Representative working at Waterford Advisors, LLC in Orchard Park, NY and has 1 year of experience in the finance industry.

2
Michael Harmer, financial advisor Orchard Park NY
Michael D. Harmer
CRD#: 6018998
3858 North Buffalo Rd, Suite 2, Orchard Park, NY 14127

Michael Harmer (CRD# 6018998) is an Investment Advisor Representative working at Waterford Advisors, LLC in Orchard Park, NY and has 1 year of experience in the finance industry.

3
Christina Michalczak, financial advisor Orchard Park NY
Christina M. Michalczak
CRD#: 5282570
3858 North Buffalo Rd, Suite 2, Orchard Park, NY 14127

Christina Michalczak (CRD# 5282570) is an Investment Advisor Representative working at Waterford Advisors, LLC in Orchard Park, NY and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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