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Michael R. Larison

DAYMARK WEALTH PARTNERS
Cincinnati, OH 45242
Some features on this profile are disabled
CRD#: 1335045
ML

Professional summary


Michael Ray Larison is a registered financial advisor currently at DAYMARK WEALTH PARTNERS, LLC located in Cincinnati, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Michael has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Ray Larison's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 6, 2022 - Present

DAYMARK WEALTH PARTNERS, LLC

Office #1: 9675 Montgomery Road Ste 201, Cincinnati, OH 45242
RIA
CRD#: 320878
Cincinnati, OH
Past

January 1, 2008 - June 10, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CINCINNATI, OH
Past

January 1, 2008 - June 10, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CINCINNATI, OH
Past

February 2, 2006 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
CINCINNATI, OH
Past

February 1, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
CINCINNATI, OH
Past

February 25, 2002 - February 2, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
CENTERVILLE, OH
Past

December 15, 1999 - February 2, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

June 21, 1991 - December 22, 1999

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

June 10, 1988 - June 25, 1991

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

December 22, 1986 - June 18, 1988

MESIROW INVESTMENT SERVICES, INC.

BD
CRD#: 15113
Past

April 18, 1986 - January 7, 1987

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
Past

February 19, 1985 - April 22, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DAYMARK WEALTH PARTNERS, LLC
COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA
Registered Investment Advisory firm - (5/2/2022 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(6/6/2022)
IAR
Texas
(6/12/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 2/6/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DW
DAYMARK WEALTH PARTNERS, LLC
COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA
Registered Investment Advisory firm - (5/2/2022 Approved)
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Contact information


Main Address
9675 Montgomery Road Ste 201, Cincinnati, OH 45242
Mailing Address
Phone number
(513) 838-2520
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (28 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAYMARK WEALTH PARTNERS - FIRM BROCHURE (10/28/2025)

Regulatory assets under management


Total Number of Accounts6,073
AUM (Assets Under Management)$ 3,939,833,944

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878Cincinnati, OH 45242

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