Ryan Michael Dipasquale

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

• 01/2018 → Present
  Waterford Advisors, Llc
  Buffalo, NY
• 09/2011 → 05/2019
  Canisius University/St. Francis High School
  Buffalo, NY

Other Businesses

Mr. DiPasquale is compensated by the Erie County Association of School Boards located in West Seneca, NY for his role as a Bookkeeper. He began this role January 2020 and spends less than 5 hours per month not during securities trading hours on this activity.

Designations

• Certified Financial Planner