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Waterford Advisors, LLC

● SEC registered since 2004CRD 119442SEC# 801-62941Orchard Park, NY
Export (members)
Reg. AUM
$337.3M
Employees
10
Accounts
935
Location
Orchard Park, NY

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 $337.3 million in regulatory assets under management and employs 10 people.
waterfordadv.comView on SEC.gov ↗

Waterford Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Christina Marie Michalczak ControlChief Compliance OfficerUnder 5%2025
Svt International, IncMemberOver 75%2006
Christina Marie MichalczakOwner—2015
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Frequently asked questions

How much does Waterford Advisors, LLC manage?

Waterford Advisors, LLC reports $337.3 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

Address3858 North Buffalo Rd, Suite 2, Orchard Park, NY 14127
Phone716-580-3906
Fax716-580-3913
Office hours8:30 a.m. To 4:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$337.3M
Non-discretionary$0
Total (RAUM)$337.3M