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Christina Marie Michalczak

Waterford Advisors, LLC

Orchard Park, NY

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Current Employers
Waterford Advisors, Llc

3858 North Buffalo Rd Suite 2, Orchard Park, NY 14127 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-04-14
  • NY RA
    APPROVED
    Since 2023-04-14

Branch Locations

3858 North Buffalo Rd Suite 2, Orchard Park, NY 14127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waterford Advisors Orchard Park NY 01/2007 Present
Cadaret, Grant & Co., Inc. Orchard Park NY 08/2007 Present
  • 01/2007 → Present
    Waterford Advisors
    Orchard Park, NY
  • 08/2007 → Present
    Cadaret, Grant & Co., Inc.
    Orchard Park, NY
Other Businesses

1) CHRISTINA Michalczak NOTARY, START 5/07, NON-INVESTMENT REALTED, LESS THAN 1% OF TIME DEVOTED TO ACTIVITY, NOTARIZE DOCUMENTS. 2) CHRISTINE MICHALCZAK, WILLIAMSVILLE, NY, NON-INVESTMENT RELATED, TAX PREP, ENROLLED AGENT, START 8/10, 30 HRS MONTHLY, 30 HRS MONTHLY DURING TRADING, WORKING WITHIN CAPACITY FOR WATERFORD ADVISORS LLC PREPARE INCOME TAXES. 3) WATERFORD ADVISORS LLC, Orchard Park, NY, INVESTMENT ADVISORY REP SINCE 4/2023, 160 HOURS PER MONTH, 120 DURING TRADING, FINANCIAL PLANNING, START 5/2007, CFP, 3.05% OWNER, 100% OF TIME DEVOTED TO ACTIVITY, INVESTMENT RELATED. SVT International Inc., S-Corp, SHAREHOLDER, 18.75% Owner SINCE 2005, A DISREGARDED ENTITY FOR TAX PURPOSES, OWNS 100% OF WATERFORD ADVISORS, LLC. 4) FINANCIAL PLANNING ASSOCIATION OF WNY, Not investment related, ADDRESS: PO Box 368, Amherst, NY 14226, NATURE: Lead FPA of WNY Chapter as president of the board, START DATE: 01/01/2024, NUMBER OF HOURS: 2-3 hrs/month, 1-2 hrs/month during securities trading, DESCRIPTION: Board member/President

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-25
  • S66 Uniform Combined State Law Examination
    2007-10-25
Designations
Other Names
  • Christina Marie Sporer
  • Christina Marie Sporer
  • Christina Marie Sporer

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