WATERFORD ADVISORS, LLC
CRD #119442 SEC #801-62941 ORCHARD PARK, NY 716-580-3906
SEC Registered
Total AUM
$337.3M
Discretionary
$337.3M
Employees
10
Clients
251
Accounts
935
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | PRESIDENT, MEMBER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZERSKI, GREGORY, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICHALCZAK, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICHALCZAK, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| SVT INTERNATIONAL, INC | DE | MEMBER | E | |
| JCM INTERNATIONAL, INC. | DE | MEMBER | C | |
| JCM INTERNATIONAL, INC. | DE | MEMBER | C | |
| KOZERSKI, GREGORY, LEONARD | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER | C | |
| MMGG, INC. | DE | MEMBER | C | |
| MMGG, INC. | DE | MEMBER | C | |
| JCM INTERNATIONAL, INC. | DE | MEMBER | B | |
| MMGG, INC. | DE | MEMBER | B | |
| SFH HOLDINGS, INC. | DE | MEMBER | B | |
| SFH HOLDINGS, INC. | DE | MEMBER | B | |
| SFH HOLDINGS, INC. | DE | MEMBER | B | |
| HORE, DAVID, THOMAS | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Byles-Smith, Daniel | I | SVT INTERNATIONAL, INC | F | |
| Byles-Smith, Daniel | I | SVT INTERNATIONAL, INC | F | |
| Byles-Smith, Daniel | I | SVT INTERNATIONAL, INC | F | |
| Byles-Smith, Daniel | I | SVT INTERNATIONAL, INC | F | |
| HARMER, MICHAEL, D | I | SVT INTERNATIONAL, INC | F | |
| HARMER, MICHAEL, D | I | SVT INTERNATIONAL, INC | F | |
| HARMER, MICHAEL, D | I | SVT INTERNATIONAL, INC | F | |
| HARMER, MICHAEL, D | I | SVT INTERNATIONAL, INC | F | |
| HARMER, MICHAEL, D | I | SVT INTERNATIONAL, INC | F | |
| HARMER, MICHAEL, D | I | SVT INTERNATIONAL, INC | F | |
| HARMER, MICHAEL, D | I | SVT INTERNATIONAL, INC | F | |
| HARMER, MICHAEL, D | I | SVT INTERNATIONAL, INC | F | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | F | |
| HORE, DAVID, THOMAS | I | HORE IRA | F | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | F | |
| HORE, DAVID, THOMAS | I | HORE IRA | F | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | F | |
| HORE, DAVID, THOMAS | I | SVT INTERNATIONAL, INC | F | |
| KOZERSKI, GREGORY, LEONARD | I | KOZERSKI IRA | F | Control |
| KOZERSKI, GREGORY, LEONARD | I | KOZERSKI IRA | F | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY IRA | F | |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY IRA | F | |
| MCDONALD INVESTMENTS F/B/O DAVID HORE IRA ("HORE IRA") | DE | SFH HOLDINGS, INC. | F | |
| MCDONALD INVESTMENTS F/B/O DAVID HORE IRA ("HORE IRA") | DE | SFH HOLDINGS, INC. | F | |
| MCDONALD INVESTMENTS F/B/O GREGORY KOZERSKI IRA ("KOZERSKI IRA") | DE | MMGG, INC. | F | Control |
| MCDONALD INVESTMENTS F/B/O GREGORY KOZERSKI IRA ("KOZERSKI IRA") | DE | MMGG, INC. | F | Control |
| MCDONALD INVESTMENTS F/B/O SCOTT MCCARTHY IRA ("MCCARTHY IRA") | DE | JCM INTERNATIONAL, INC. | F | |
| MCDONALD INVESTMENTS F/B/O SCOTT MCCARTHY IRA ("MCCARTHY IRA") | DE | JCM INTERNATIONAL, INC. | F | |
| MICHALCZAK, CHRISTINA MARIE | I | SVT INTERNATIONAL, INC | F | |
| MICHALCZAK, CHRISTINA MARIE | I | SVT INTERNATIONAL, INC | F | |
| MICHALCZAK, CHRISTINA MARIE | I | SVT INTERNATIONAL, INC | F | |
| MICHALCZAK, CHRISTINA MARIE | I | SVT INTERNATIONAL, INC | F | |
| MICHALCZAK, CHRISTINA MARIE | I | SVT INTERNATIONAL, INC | F | |
| MICHALCZAK, CHRISTINA MARIE | I | SVT INTERNATIONAL, INC | F | |
| MICHALCZAK, CHRISTINA MARIE | I | SVT INTERNATIONAL, INC | F | |
| MICHALCZAK, CHRISTINA MARIE | I | SVT INTERNATIONAL, INC | F | |
| MICHALCZAK, CHRISTINA MARIE | I | SVT INTERNATIONAL, INC | F | |
| MICHALCZAK, CHRISTINA MARIE | I | SVT INTERNATIONAL, INC | F | |
| MICHALCZAK, CHRISTINA, MARIE | I | SVT INTERNATIONAL, INC | F | |
| MICHALCZAK, CHRISTINA, MARIE | I | SVT INTERNATIONAL, INC | F | |
| HORE, DAVID, THOMAS | DE | MMGG, INC | E | |
| KOZERSKI, GREGORY, LEONARD | DE | JCM INTERNATIONAL | E | |
| MCCARTHY, SCOTT, MICHAEL | DE | SFH HOLDING, INC | E | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | D | |
| KOZERSKI, GREGORY, LEONARD | I | SVT INTERNATIONAL, INC | D | Control |
| KOZERSKI, GREGORY, LEONARD | I | SVT INTERNATIONAL, INC | D | Control |
| HARMER, MICHAEL, D | I | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | DE | SVT INTERNATIONAL, INC | C | |
| HORE, DAVID, THOMAS | I | SVT INTERNATIONAL, INC | C | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | C | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | C | |
| KOZERSKI, GREGORY, LEONARD | DE | SVT INTERNATIONAL, INC | C | |
| MCCARTHY, SCOTT, MICHAEL | DE | SVT INTERNATIONAL, INC | C | |
| MCCARTHY, SCOTT, MICHAEL | DE | SVT INTERNATIONAL, INC | C | |
| MCCARTHY, SCOTT, MICHAEL | DE | SVT INTERNATIONAL, INC | C |
Registrations
Federal
IA
Apr 21, 2025 REGISTERED
Notice Filings (3)
FL NY TX
Address
3858 NORTH BUFFALO RDSUITE 2
ORCHARD PARK, NY 14127
United States
Phone: 716-580-3906