Best Investors Account Sign in
Inactive

Daniel Byles-Smith

Waterford Advisors, LLC

Orchard Park, NY

CRD 6702916

Claim This Profile
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 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, Llc Orchard Park NY 11/2016 Present
Freed Maxick Cpas, P.C. Buffalo NY 12/2013 09/2016
  • 11/2016 → Present
    Waterford Advisors, Llc
    Orchard Park, NY
  • 12/2013 → 09/2016
    Freed Maxick Cpas, P.C.
    Buffalo, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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

Nearby Investors

GREGORY LEONARD KOZERSKI
Ryan Michael DiPasquale
CHRISTINA MARIE MICHALCZAK

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

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor