Ryan Clayton Smith
Investment adviser representative at Waterford Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Waterford Advisors, LLCDec 2025 to now
- Dopkins Wealth ManagementSep 2019 to Dec 2025
- Orchard Park Country ClubJun 2019 to Sep 2019
- Waterford AdvisorsNov 2018 to Jun 2019
- Canisius CollegeJun 2015 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7028358
- Firm CRD
- 119442