Gregory Leonard Kozerski
Investment adviser representative at Waterford Advisors, LLC
39 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$399.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
39 years in the industry.
- Waterford Advisors, LLCMay 2001 to now
- Cadaret, Grant & Co., Inc.Jul 2000 to now
- Gregory Kozerski, CpaAug 1987 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Waterford Advisors, LLC
$399.1MAssets managed
351Clients
7Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3125031
- Firm CRD
- 119442