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Samantha Leigh Thomas

Waterford Advisors, LLC

Orchard Park, NY

CRD 7214168

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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:

Current Employers
Waterford Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-22
  • NY RA
    APPROVED
    Since 2025-06-22

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, Llc Orchard Park NY 01/2020 Present
Suny - Buffalo Buffalo NY 05/2015 05/2021
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.

Nearby Investors

GREGORY LEONARD KOZERSKI
Daniel Byles-Smith
Ryan Michael DiPasquale

Nearby Offices

OSAIC WEALTH, INC. · ORCHARD PARK, NY
EDWARD JONES · ORCHARD PARK, NY
GENEOS WEALTH MANAGEMENT, INC. · Orchard Park, NY

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