Waterford Advisors, LLC
● SEC registered since 2004CRD 119442SEC# 801-62941Orchard Park, NY
Reg. AUM
$399.1M
Employees
10
Accounts
988
Location
Orchard Park, NY
About Waterford Advisors
Waterford Advisors provides retirement, investment, risk, tax, and estate planning. Its collaborative process begins with understanding clients' aspirations and builds goal-focused strategies for long-term security.
Summary based on the firm’s website.
Waterford Advisors, LLC assets under management
Waterford Advisors, LLC operates as an SEC-registered investment adviser based in Orchard Park, NY. The firm has been registered since 2004. It reports $399.1 million in regulatory assets under management and employs 10 people.
Waterford Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Marie Michalczak Control | Chief Compliance Officer | Under 5% | 2025 |
| Svt International, Inc | Member | Over 75% | 2006 |
| Christina Marie Michalczak | Owner | — | 2015 |
| Daniel Byles-Smith | Owner | — | 2021 |
| David Thomas Hore | Owner | — | 2006 |
| Gregory Leonard Kozerski Control | Member | — | 2006 |
| Michael D Harmer | Owner | — | 2018 |
Frequently asked questions
How much does Waterford Advisors, LLC manage?
Waterford Advisors, LLC reports $399.1 million in regulatory assets under management on its Form ADV.
How many employees does Waterford Advisors, LLC have?
Waterford Advisors, LLC reports 10 employees.
Where is Waterford Advisors, LLC located?
Waterford Advisors, LLC is based in Orchard Park, NY and has been SEC-registered since 2004.
Does Waterford Advisors, LLC disclose fund performance?
Waterford Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3858 North Buffalo Rd, Suite 2, Orchard Park, NY 14127 |
| Phone | 716-580-3906 |
| Fax | 716-580-3913 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$399.1M▲ 18%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,389 advisers
EmployeesTop 40%
More than 60% of 16,799 advisers
Assets under management
$399.1Mregulatory AUM
Discretionary $399.1M