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Ryan Clayton Smith

Waterford Advisors, LLC

Orchard Park, NY

CRD 7028358

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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 2025-12-17
  • NY RA
    APPROVED
    Since 2025-12-17

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
Dopkins Wealth Management Williamsville NY 09/2019 12/2025
Waterford Advisors Williamsville NY 11/2018 06/2019
Canisius College Buffalo NY 06/2015 05/2019
Orchard Park Country Club Orchard Park NY 06/2019 09/2019
Waterford Advisors, Llc Orchard Park NY 12/2025 Present
  • 09/2019 → 12/2025
    Dopkins Wealth Management
    Williamsville, NY
  • 11/2018 → 06/2019
    Waterford Advisors
    Williamsville, NY
  • 06/2015 → 05/2019
    Canisius College
    Buffalo, NY
  • 06/2019 → 09/2019
    Orchard Park Country Club
    Orchard Park, NY
  • 12/2025 → Present
    Waterford Advisors, Llc
    Orchard Park, NY
Previous Registrations
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

More in Orchard Park, NY

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