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Rex Elliot Mack

Daymark Wealth Partners, LLC

Cincinnati, OH

CRD 2389983

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Employer firm

Daymark Wealth Partners, LLC CRD 320878

$5.04B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Daymark Wealth Partners, Llc

9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-01
  • OH RA
    APPROVED
    Since 2026-06-01

Branch Locations

9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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, National Association New York NY 01/2015 05/2026
  • 11/2012 → 05/2026
    Cleveland, OH
  • 05/2026 → Present
    Cincinnati, OH
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 01/2015 → 05/2026
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-08
S63 Uniform Securities Agent State Law Examination 1993-10-19
  • S65 Uniform Investment Adviser Law Examination
    1996-03-08
  • S63 Uniform Securities Agent State Law Examination
    1993-10-19
Designations
  • Certified Financial Planner
Other Names
  • Rex Mack

View on SEC IAPD

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