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Financial ADVSR advisor directory · SEC adviser records

Waterford Advisors, LLC financial advisors in Orchard Park, NY

Every SEC-registered investment adviser representative at a Waterford Advisors, LLC office in Orchard Park, A to Z.

The short answer

6 registered advisors work at Waterford Advisors, LLC in Orchard Park, out of 6 at the firm nationwide; it ranks number 6 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.

Waterford Advisors, LLC advisors in Orchard Park, A to Z

Every Waterford Advisors, LLC advisor →

Waterford Advisors, LLC advisors in every city and state →Waterford Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Orchard Park

All Orchard Park advisors →

Silver Grove Advisory Services 14LPL Financial LLC 10LPL Enterprise, LLC 8Moldenhauer & Associates 7Osaic Wealth, Inc. 7Merit Financial Advisors 5Morgan Stanley 5Raymond James Financial Services Advisors, Inc. 5Commonwealth Financial Network 4Cambridge Investment Research Advisors, Inc. 3Farrell Financial 3Wny Asset Management, LLC 3

Questions

How many financial advisors does Waterford Advisors, LLC have in Orchard Park?

6 investment adviser representatives are registered at Waterford Advisors, LLC offices in Orchard Park, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.

Is Waterford Advisors, LLC one of the largest advisor employers in Orchard Park?

Waterford Advisors, LLC ranks number 6 in Orchard Park by registered advisors; Silver Grove Advisory Services has the most, with 14.

How do I check a Waterford Advisors, LLC advisor in Orchard Park?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Waterford Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.