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Daniel Byles-Smith

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, 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

View on SEC IAPD

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