Gregory Leonard Kozerski

Employer firm

Waterford Advisors, LLC CRD 119442

$399M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1987 → Present
  Gregory Kozerski, Cpa
  Orchard Park, NY
• 07/2000 → Present
  Cadaret, Grant & Co., Inc.
  Orchard Park, NY
• 05/2001 → Present
  Waterford Advisors, Llc
  Orchard Park, NY

Previous Registrations

• 2010-08-26 → 2025-04-21
  Cadaret, Grant & Co., Inc.
  Orchard Park, NY
  Syracuse, NY
• 2010-11-18 → 2010-12-31
  Waterford Advisors, Llc
  Williamsville, NY

Other Businesses

(1) CADARET, GRANT & CO., INC., ORCHARD PARK, NY 14221--INVESTMENT RELATED--REGISTERED REPRESENTATIVE SINCE 07/20/2000--0 HOURS/MONTH--0 HOURS/DAY DURING SECURITIES TRADING HOURS. (2) GREGORY KOZERSKI, Enrolled Agent, CPA PREPARES INCOME TAX RETURNS FOR ADVISORY CLIENTS 10 HOURS/WEEK ANNUALLY FROM FEBRUARY-APRIL 15; (3) INSURANCE SALES, AGENT, START 2001, 5% OF TIME DEVOTED TO ACTIVITY, SELL TERM LIFE, VARIABLE ANNUITY, DISABILITY AND LONG TERM CARE INSURANCE PRODUCTS WITH VARIOUS COMPANIES; (4) SVT International Inc., S-Corp, SHAREHOLDER, 18.75% Owner, SINCE 2005, A DISREGARDED ENTITY FOR TAX PURPOSES, OWNS 100% OF WATERFORD ADVISORS, LLC.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-21

Designations

• Certified Financial Planner