Waterford Advisors, LLC

CRD 119442 · Orchard Park, NY · $399.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 119442
SEC number: 801-62941
Firm type: RIA
Assets under management: $399.1M as of Mar 31, 2026
Website: waterfordadv.com ↗
Phone: 716-580-3906
Address: 3858 North Buffalo Rd, Orchard Park, NY, 14127

Advisors at this firm

7 in our index · page 1 of 1

Daniel Byles-SmithCRD 6702916 · Orchard Park, NY

IA Registered
Ryan Michael DipasqualeCRD 6880701 · Orchard Park, NY

IA Registered
Michael D HarmerCRD 6018998 · Orchard Park, NY

IA RegisteredRegistration inactive
Gregory Leonard KozerskiCRD 3125031 · Orchard Park, NY

IA RegisteredRegistration inactive
Christina Marie MichalczakCRD 5282570 · Orchard Park, NY

IA RegisteredRegistration inactive
Ryan Clayton SmithCRD 7028358 · Orchard Park, NY

IA Registered
Samantha Leigh ThomasCRD 7214168 · Orchard Park, NY

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 119442 ↗ FINRA BrokerCheck record for firm CRD 119442 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.