Victoria Miller Ricker

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 11/2017
  Morgan Stanley
  Fort Lauderdale, FL
• 01/2015 → 11/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2017 → 06/2025
  Janney Montgomery Scott, Llc
  Ft. Lauderdale, FL
• 06/2025 → Present
  Daymark Wealth Partners, Llc
  Stuart, FL

Previous Registrations

• 2017-11-02 → 2025-07-08
  Janney Montgomery Scott Llc
  Ft. Lauderdale, FL
• 2011-11-22 → 2017-11-03
  Morgan Stanley
  Ft. Lauderdale, FL
  Fort Lauderdale, FL
  West Palm Beach, FL
  Santa Monica, CA
• 2007-12-12 → 2011-11-22
  Deutsche Bank Securities Inc.
  Palm Beach, FL
• 2004-10-25 → 2008-01-10
  A. G. Edwards & Sons, Inc.
  Ft. Lauderdale, FL
  Fort Lauderdale, FL
• 2001-01-12 → 2004-11-12
  Ubs Financial Services Inc.
  Ft Lauderdale, FL

Other Businesses

1) FINRA arbitrator; 5200 Boca Raton, FL 33486; Start date: 11/16/2020; non-public arbitrator; compensated per session; 2hrs/month; not investment-related

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-02
• S63 Uniform Securities Agent State Law Examination
  1987-09-11

Designations

• Certified Financial Planner

Other Names

• Victoria Greenwood
• Victoria M Macleod
• Victoria Miller Greenwood
• Tory Macleod
• Victoria Miller Macleod