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Daymark Wealth Partners, LLC CRD 320878
$5.04B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-01 |
Branch Locations
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cleveland | OH | 11/2012 | 05/2026 |
| Daymark Wealth Partners, Llc | Cincinnati | OH | 05/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 05/2026 |
NONNA LLC - NON-INVESTMENT RELATED; CLEVELAND, OH; REAL ESTATE- EFFECTIVE DATE 04/2015, APPROX 1 HR OUTSIDE BUSINESS HRS, NO HRS DURING TRADING HRS, RENT AND MANAGE PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-29 |
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