# WATERFORD ADVISORS, LLC

WATERFORD ADVISORS, LLC of ORCHARD PARK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 119442
- Type: SEC-registered investment adviser
- SEC file number: 801-62941
- Location: 3858 NORTH BUFFALO RD, SUITE 2, ORCHARD PARK, NY, 14127
- Phone: 716-580-3906
- Latest filing: 2026-03-31
- Regulatory AUM: $399.1M
- Discretionary AUM: $399.1M
- Clients: 10
- Accounts: 988

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Christina Marie Michalczak | CHIEF COMPLIANCE OFFICER; OWNER | — |
| Michael D Harmer | OWNER | — |
| Daniel Byles-Smith | OWNER | — |
| Gregory Leonard Kozerski | MEMBER | — |
| David Thomas Hore | OWNER | — |
| MCCARTHY JOHN MICHAEL | MEMBER; OWNER | — |
| KOZERSKI GREGORY LEONARD | CHIEF COMPLIANCE OFFICER; MEMBER; OWNER (+2 more) | — |
| HORE DAVID THOMAS | MEMBER; OWNER | — |
| MCCARTHY SCOTT M | OWNER | — |
| MICHALCZAK CHRISTINA MARIE | OWNER | — |
| HARMER MICHAEL D | OWNER | — |
| Byles-Smith Daniel | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119442/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119442/similar
- Related entities: https://search.stillhousedata.com/firm/119442/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119442

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.