Victoria M. Ricker

DAYMARK WEALTH PARTNERS

FORT LAUDERDALE, FL 33301

CRD#: 1720311

Professional summary

Victoria Miller Ricker, CFP®, who also goes by VIctoria Miller Greenwood, Victoria Greenwood, Tory Macleod, Victoria M Macleod, Victoria Miller Macleod, is a registered financial advisor currently at DAYMARK WEALTH PARTNERS, LLC located in Fort Lauderdale, Florida.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Victoria has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Estate Planning

Insurance Planning

Investment Planning

Divorce Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Victoria Miller Greenwood | Victoria Greenwood | Tory Macleod | Victoria M Macleod | Victoria Miller Macleod

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Miller Ricker'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®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

June 26, 2025 - Present

DAYMARK WEALTH PARTNERS, LLC

Office #1: 2300 E Las Olas Suite 400, Fort Lauderdale, FL 33301

RIA

CRD#: 320878

FORT LAUDERDALE, FL

Past

November 2, 2017 - July 8, 2025

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

FT. LAUDERDALE, FL

Past

November 2, 2017 - July 8, 2025

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

FT. LAUDERDALE, FL

Past

November 22, 2011 - November 3, 2017

MORGAN STANLEY

RIA

CRD#: 149777

SANTA MONICA, CA

Past

November 11, 2011 - November 3, 2017

MORGAN STANLEY

CRD#: 149777

SANTA MONICA, CA

Past

December 12, 2007 - November 22, 2011

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

PALM BEACH, FL

Past

December 11, 2007 - November 22, 2011

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

PALM BEACH, FL

Past

October 25, 2004 - January 10, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

FT. LAUDERDALE, FL

Past

October 19, 2004 - January 10, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

FT. LAUDERDALE, FL

Past

January 12, 2001 - November 12, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

FT LAUDERDALE, FL

Past

January 12, 2001 - November 12, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 16, 1996 - January 22, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

Past

August 5, 1996 - August 27, 1996

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

Past

May 25, 1993 - September 18, 1996

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 24, 1987 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

NEW YORK, NY

Past

August 24, 1987 - October 5, 1993

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

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".

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

Florida
(6/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/2/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/11/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/24/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/20/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

SEC notice filing (28 States and Territories)

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 Accounts	6,073
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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Victoria M. Ricker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Miller Ricker's CRS (Customer Relationship Summary).

Certified licenses

Experience

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

MORGAN STANLEY

MORGAN STANLEY

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

THE ROBINSON-HUMPHREY COMPANY, LLC

THE ROBINSON-HUMPHREY COMPANY, LLC

PRUDENTIAL EQUITY GROUP, LLC

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

DAYMARK WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2016

Series 63

Date: 9/11/1987

SIE

Date: 10/1/2018

Series 7

Date: 5/24/1993

Series 6

Date: 8/20/1987

Current Firm

DAYMARK WEALTH PARTNERS, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAYMARK WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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