WATERFORD ADVISORS, LLC of ORCHARD PARK, NY is an SEC-registered investment adviser (CRD 119442). Regulatory assets under management: $399.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| 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 | — |