Waterford Advisors LLC
Legal Name: WATERFORD ADVISORS, LLC
Full Contact Details
Waterford Advisors LLC
6225 SHERIDAN DRIVE, SUITE 214, WILLIAMSVILLE, NY
716-580-3906
716-580-3913
Other Info
Waterford Advisors, LLC, is a New York-based limited liability company with 8 employees, including 4 working in advisory roles, although the number of clients is unknown. The firm was granted approval by the SEC on April 9, 2004, and its registration status remains active.
Website
Website
Financial Advisors in Buffalo - Retirement and Tax Planning | Waterford Advisors
Waterford Advisors specializes in financial planning, investments, and risk management. Our team of experienced financial planners are committed to helping you meet your financial goals. Click here for more!
Direct Owners
-
GREGORY LEONARD KOZERSKI
CHIEF COMPLIANCE OFFICER owns less than 5%
-
SVT INTERNATIONAL, INC
MEMBER owns 75% or more
Indirect Owners
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CHRISTINA MARIE MICHALCZAK
OWNER
-
HORE, DAVID, THOMAS
OWNER owns more than 25% but less than 50%
-
KOZERSKI, GREGORY, LEONARD
MEMBER owns more than 50% but less than 75%
-
MICHAEL D HARMER
OWNER
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