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ML

Marc D. Livernois

MSDR PARTNERS
GRAND HAVEN, MI
Some features on this profile are disabled
CRD#: 2204155
ML

Professional summary

Marc D Livernois is a registered financial advisor currently at MSDR PARTNERS, LLC located in Grand Haven, Michigan.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Marc has worked at 9 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

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 Marc D Livernois's 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

September 24, 2025 - Present

MSDR PARTNERS, LLC

RIA
CRD#: 338048
GRAND HAVEN, MI
Past

December 4, 2020 - September 23, 2025

EPIC PRIVATE WEALTH

RIA
CRD#: 281027
GRAND HAVEN, MI
Past

May 20, 2015 - December 7, 2020

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Richland, WA
Past

May 19, 2015 - December 7, 2020

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Richland, WA
Past

December 6, 2012 - April 29, 2015

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
MIDLAND, MI
Past

November 13, 2012 - April 29, 2015

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
MIDLAND, MI
Past

August 17, 2012 - October 1, 2012

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
MIDLAND, MI
Past

October 24, 2011 - November 9, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BRIGHTON, MI
Past

June 14, 2010 - December 31, 2012

LIV INC.

RIA
CRD#: 153889
MIDLAND, MI
Past

October 11, 2006 - April 27, 2010

COMERICA SECURITIES

RIA
CRD#: 17079
DETROIT, MI
Past

October 11, 2006 - April 27, 2010

COMERICA SECURITIES

BD
CRD#: 17079
DETROIT, MI
Past

February 6, 2004 - October 9, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAGINAW, MI
Past

January 9, 2004 - October 9, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAGINAW, MI
Past

September 8, 1992 - January 19, 1999

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

January 23, 1992 - September 4, 1992

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT

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
Michigan
(9/24/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/30/2004
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/21/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/1/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/21/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/21/1992
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MP
MSDR PARTNERS, LLC
MSDR PARTNERS, LLC

CRD#: 338048 / SEC#:

Michigan
Registered Investment Advisory firm - (9/22/2025 Approved)
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Contact information

Main Address
Grand Haven, MI
Mailing Address
Phone number
(989) 430-4513
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

MSDR PARTNERS, LLC

CRD#: 338048Grand Haven, MI

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