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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-2004
- Office Locations
- 1
Office Locations
About Waterford Advisors, LLC
Waterford Advisors, LLC is an independent advisory firm serving individuals, families, and businesses in Western New York. The team delivers plan-driven wealth management with retirement income planning, tax planning, and estate planning (including trusts and business succession). Portfolios lean heavily on ETFs within a long-term, goals-based allocation, with custody through firms such as Schwab and Vanguard.
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Owner & Executives
CHRISTINA MARIE MICHALCZAK
Chief Compliance Officer, President
- CRD
- #5282570
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Daniel Byles-Smith
Principal
- CRD
- #6702916
Ryan Michael DiPasquale
Principal
- CRD
- #6880701
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $399,125,492 | $403,973 |
| Non-Discretionary | $0 | -- |
| Total | $399,125,492 | $403,973 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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